$163,000 – $228,000
Listed on Nuveen’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
This role advises wealthy clients on sophisticated estate, tax, and financial planning strategies while supporting TIAA's wealth management team. It suits experienced estate and tax planners who excel at client relationships and can translate complex planning concepts into clear guidance.
Our summary, not Nuveen’s wording. The full posting is on their site.
Skills this role names
- Estate Planning
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Retirement Planning
- Tax Planning
Log in to see which of these are already on your profile.
What they ask for
Required
- 5+ years of estate and tax planning experience in law firms or financial services
- Understanding of client financial situations and circumstances
- Ability to conduct financial and estate analysis and present findings
- Knowledge of TIAA products, investment strategies, and regulatory frameworks
- Ability to serve as expert resource on estate and tax planning for high-net-worth clients
Nice to have
- 7+ years of estate and tax planning experience
- Juris Doctor (JD) degree
- Experience developing or presenting estate and tax planning content, publications, or thought leadership
- Experience with irrevocable trusts, generation-skipping transfer (GST) tax planning, irrevocable life insurance trusts (ILITs), and charitable planning strategies
- University degree