Affluent Wealth Advisor: Growth & Planning
Job in
Ames, Story County, Iowa, 50011, USA
Listed on 2026-08-03
Listing for:
Nuveen
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
The Wealth Management Advisor at TIAA partners with affluent clients to identify financial goals, analyze their financial landscape, and develop personalized recommendations to help them reach well-defined objectives. This role involves communicating complex investment solutions and building long-lasting client relationships through trusted guidance.
Requires 5+ years in personal financial services, FINRA registrations (Series 7/63/65/66), applicable licenses, and a degree; CFP or CFA preferred.
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