Licensed Wealth Support Specialist for HNW Clients
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-24
Listing for:
Nuveen
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
TIAA in collaboration with Nuveen seeks a client-focused wealth advisory associate to support high-net-worth relationships and streamline service delivery. You will assist with account research, forms, and cross-team coordination to resolve complex client requests.
Role requires Series 6/7 and Series 63 licenses with 2+ years of customer service. The position emphasizes accurate documentation, effective communication, and proactive client engagement in a professional financial services
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×