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 involves building and managing a wealth management practice serving high-net-worth clients, with responsibility for delivering personalized financial strategies and retirement guidance. It suits experienced financial advisors who thrive on client relationship-building and practice growth, and who are comfortable with a compensation structure tied to sales performance.
Our summary, not Nuveen’s wording. The full posting is on their site.
Skills this role names
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What they ask for
Required
- 5+ years managing a book of business with affluent clients
- Deep knowledge of investment solutions and financial planning
- Exceptional interpersonal and relationship-building skills
- Act as a fiduciary in clients' best interests
- FINRA Series 7 and Series 63 licenses
- FINRA Series 65 or Series 66 license
- Life and Health Insurance License (must be obtained within 120 days of hire)
Nice to have
- Life and Health Insurance License in resident state with multiple issuers
- Certified Financial Planner (CFP) certification
- Chartered Financial Analyst (CFA) Level I certification