Partners with wealth management advisors to analyze high-net-worth clients’ financial situations, develop customized investment and retirement strategies, manage client relationships, and grow assets and referrals. Reviews financial information, risk profiles, liquidity needs, tax implications, and regulatory considerations while conducting investment research. Maintains a book of business, meets sales targets, and provides ongoing financial guidance. Requires at least three years of relevant experience and applicable FINRA licenses.

The Wealth Advisor assists clients in achieving their financial goals through tailored investment strategies, resource management, and client development. They work in a team to grow the business and maintain client relationships while analyzing financial landscapes and providing up-to-date financial guidance.

Drive capital formation and business development for Nuveen’s alternative investment strategies across wealth distribution channels. The role manages regional sales pipelines, develops senior client and advisor relationships, educates intermediaries on alternative investments, and partners with investment, product, marketing, and distribution teams to support growth. Candidates need strong alternatives investment knowledge, consultative selling capabilities, relationship management skills, and experience across asset management, institutional sales, wealth management, or related financial services.