15 open listings
Roles posted by organizations here, alongside roles we found on employers’ own careers sites. Crawled roles say so on the card and send you to the employer to apply. Only show organizations on Career App
Wealth Management Advisor - Westminster Main
U.S. Bank
Westminster, CO · $65,000 – $80,200
This role leads investment planning and portfolio management for affluent clients at a major bank, combining securities knowledge with relationship building to deliver tailored wealth management solutions. It suits someone with financial sales experience and relevant licenses who can blend analytical skills with the interpersonal finesse needed to guide clients through complex financial decisions.
Listed on U.S. Bank’s careers site · Apply there ↗
Director, Wealth Management Coach
Nuveen
Full-time · $155,000 – $167,000
This role coaches wealth management advisors to improve their financial planning and sales capabilities, helping them deliver comprehensive advice to clients. It suits someone with deep financial planning expertise and a track record in sales coaching who can influence behavior and develop talent within a large financial services organization.
Listed on Nuveen’s careers site · Apply there ↗
Director, Wealth Management Coach-New York, NY
Nuveen
Full-time · $155,000 – $167,000
This role coaches and develops financial advisors at a major retirement services company, focusing on building their skills in comprehensive wealth planning and client engagement. It suits someone with substantial experience in financial advisory, strong coaching abilities, and deep knowledge of retirement and wealth management products who wants to influence practice across a large organization.
Listed on Nuveen’s careers site · Apply there ↗
Wealth Management Client Relationship Manager - Guided Advice
Nuveen
Full-time · $62,500 – $87,500
This wealth management role supports high-net-worth clients by coordinating financial advisory teams, implementing investment plans, and identifying asset consolidation opportunities. It suits someone with financial services experience who can manage client relationships, lead team operations, and help clients execute their wealth strategies.
Listed on Nuveen’s careers site · Apply there ↗
Individual Financial Consultant
Nuveen
Full-time
This role involves fielding inbound calls to help clients and prospects understand their retirement and investment options, then managing those leads through to account opening and funding. It suits someone comfortable with sales-focused customer service who wants to build financial advisory skills while working toward their securities licenses.
Listed on Nuveen’s careers site · Apply there ↗
Wealth Management Advisor - San Antonio, TX
Nuveen
Full-time · San Antonio, TX · $100,000 – $110,000
This role involves partnering with affluent clients to understand their financial goals, analyze their situations, and recommend tailored wealth management solutions. It suits experienced advisors who excel at relationship-building, have a track record managing client portfolios, and are motivated by helping others achieve their financial objectives.
Listed on Nuveen’s careers site · Apply there ↗
Wealth Management Advisor - Minneapolis, MN
Nuveen
Full-time · Minneapolis, MN
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.
Listed on Nuveen’s careers site · Apply there ↗
Wealth Management Advisor (Melville, NY)
Nuveen
Full-time · Melville, NY · $100,000 – $110,000
This role involves building and managing a wealth management practice for high-net-worth clients at TIAA, guiding them through financial planning and retirement decisions while acting as their primary financial advisor. It suits experienced advisors who excel at relationship-building, can work independently with accountability, and want to grow a book of business with support from comprehensive wealth management capabilities.
Listed on Nuveen’s careers site · Apply there ↗
Associate Financial Consultant (AFC National Plan Event Team)
Nuveen
Full-time · Dallas, TX · $62,900 – $91,700
This role supports TIAA's retirement plan participants and prospects through virtual financial guidance on pensions, annuities, and investment options. It suits someone with financial services experience who can build client relationships and help people make informed decisions about long-term wealth planning.
Listed on Nuveen’s careers site · Apply there ↗
Virtual Financial Consultant
Nuveen
Full-time · $70,600 – $103,000
This role provides financial counseling to TIAA clients via phone, video, and in-person meetings, helping them plan for retirement and manage investments across a range of products. It suits someone with financial services experience who can build client relationships and advise on retirement strategies, tax planning, and insurance products.
Listed on Nuveen’s careers site · Apply there ↗
Senior Director Wealth Management Strategy
Nuveen
$192,000 – $269,000
A senior leadership role guiding strategic initiatives across a major retirement services company's wealth management division, overseeing complex consulting projects and mentoring junior teams. Suited for experienced strategy consultants or internal corporate strategists ready to influence executive decisions and drive organizational change in financial services.
Listed on Nuveen’s careers site · Apply there ↗
Director, Wealth Management Coach- Glendale, CO
Nuveen
$155,000 – $167,000
This role coaches and develops wealth management advisors to enhance their client service capabilities and practice performance. It suits experienced financial professionals who excel at mentoring, understand comprehensive financial planning, and can influence behavior change through collaborative leadership.
Listed on Nuveen’s careers site · Apply there ↗
Wealth Planning Strategist
Nuveen
$163,000 – $228,000
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.
Listed on Nuveen’s careers site · Apply there ↗
Wealth Management Advisor - Spokane, WA
Nuveen
Full-time · Spokane, WA · $100,000 – $110,000
This role involves building and managing a wealth management practice for high-net-worth clients, with a focus on retirement planning and comprehensive financial strategies. It suits experienced financial advisors who thrive on client relationships, enjoy entrepreneurial practice growth, and want to leverage a full suite of wealth management offerings.
Listed on Nuveen’s careers site · Apply there ↗
Wealth Management Advisor - Metairie, LA
Nuveen
Full-time · Metairie, LA · $100,000 – $110,000
This role involves building and managing a wealth management practice for high-net-worth clients, providing tailored financial strategies and retirement guidance while leveraging TIAA's full suite of offerings. It suits experienced financial advisors with a track record of managing substantial client relationships and the drive to grow a practice through consultative, client-centered service.
Listed on Nuveen’s careers site · Apply there ↗