Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop rec…
Head of Tax Structuring, APAC, Based in Singapore/Hong Kong/Sydney
Hong Kong, China · On-site
Senior+$2.0B raised
Nuveen Real Estate Nuveen Real Estate is one of the largest investment managers in the world with $142 billion of assets under management (as of 30 June 2025). Managing a suite of funds and mandates, across both public a…
Skills: Accounting Standards, Adaptability, Automation, Continuous Improvement Mindset, Data Analysis
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice thr…
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping t…
Charlotte, North Carolina, United States · On-site
$54k–$70k/yr
Mid level$2.0B raised
The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sal…
Skills: Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration
The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sal…
Skills: Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration
San Francisco, California, United States · On-site
$54k–$70k/yr
Mid level$2.0B raised
The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sal…
Skills: Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration
Charlotte, North Carolina, United States · On-site
Entry level$2.0B raised
The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. The IFC helps individuals navigate and, where appropriate, provide advice related to qualifi…
Skills: Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset
Nuveen International Business is seeking an experienced Application Support Specialist to provide comprehensive technical support and system administration for enterprise applications supporting real estate operations. T…
Skills: Application Support, System Administration, Yardi Voyager, Helpdesk Management, Azure AD
Authorised Manager, Operations, AVP, Based in Luxembourg
Luxembourg, Luxembourg · On-site
Senior
Overview of the Role The Authorised Manager will lead the day-to-day running of Nuveen Asset Management Europe S.à r.l. a Luxembourg MiFID firm authorized for Distribution of Funds, Portfolio Management and Investment Ad…
Skills: Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication
Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with…
The Director of Growth Marketing develops and executes comprehensive marketing / acquisition strategies to generate demand of high-profile leads, nurturing them to drive measurable net new client growth across the full m…
Skills: Audience Insights, Budgeting, Campaign Management, Differentiates Value Proposition, Influence
This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex b…
Associate, Capital Markets Real Estate The Associate Capital Markets – Real Estate reports to the Managing Director Capital Markets and assists with evaluating, analyzing, and securing financing for Nuveen Real Estate's …
Skills: Business Development, Due Diligence, Financial Analysis, Market/Industry Dynamics, Opportunity Strategy
The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sal…
Skills: Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration
San Francisco, California, United States · On-site
$54k–$70k/yr
Mid level
The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sal…
Skills: Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration
The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sal…
Skills: Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration
The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and …
Skills: Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset
The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and …
Skills: Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset
Global Institutional, Insurance Sales Support Associate, Based in London
London, England, United Kingdom · Hybrid
Mid level
Overview of the Role Following the continued growth of our EMEA insurance business, we are looking for a motivated Sales Associate to join and support the team. This is an excellent opportunity to be part of a collaborat…
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$80k–$95k/yr
Full-time
bachelor degree
Retirement Program, Health Insurance, Wellness Offerings, Work Life Offerings
Posted 41d ago
Apply by Aug 31
~40 hrs/week
Responsibilities
The Wealth Advisor partners with clients to identify financial goals and develop customized investment strategies and financial plans. They work within a team to grow the book of business through referrals and maintain annual sales targets.
Requirements
Requires 3+ years of financial services experience and a university degree is preferred. Candidates must complete FINRA Series 7, 63, and 65 (or 66) registrations within 120 days of starting.
Full job description
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals.
Key Responsibilities and Duties
Manages time and resources efficiently and effectively
Develops and implements strategic and tactical plans with strong considerations to client challenges.
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
Reviews client information, including financial statements, risk investment profile and cash availability.
Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.
Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
Works in a team environment to maintain a book of business and meet or exceed annual sales targets.
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
FINRA Registrations
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 7IC
Required:
3+ years financial services experience
Series 7, 63 and 65 (or 66) completed within 120 days of start date
Preferred:
5+ years financial services experience
Series 7, 63 and 65 (or 66) completed
Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management
Anticipated Posting End Date:
2026-08-31Base Pay Range: $80,000/yr - $95,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
Related keywords
Wealth ManagementFINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Financial PlanningInvestment ResearchAsset ManagementRetirement PlanningClient ReferralsFinancial StatementsRisk Investment ProfileTIAA
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided retirement plans, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come.
Visit tiaa.org to learn more about preparing for a more secure retirement.
For our Terms of Use, please visit ter.li/termsofuse.
4127037
Offices: 730 Third Ave., New York, NY 10017, US · 8500 Andrew Carnegie Blvd., Charlotte, NC 28262, US · 1670 Broadway, Denver, CO 80202, US · 3965 Dallas Pkwy, Frisco, Texas 75034, US · Mumbi, IN
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided retirement plans, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come.
Visit tiaa.org to learn more about preparing for a more secure retirement.
For our Terms of Use, please visit ter.li/termsofuse.
4127037
Offices: 730 Third Ave., New York, NY 10017, US · 8500 Andrew Carnegie Blvd., Charlotte, NC 28262, US · 1670 Broadway, Denver, CO 80202, US · 3965 Dallas Pkwy, Frisco, Texas 75034, US · Mumbi, IN