Senior Wealth Planning Advisor
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Finance & Banking
Job Description & How to Apply Below
Nuveen is seeking a Financial Planning Advisor in Seattle to partner with an Executive Wealth Management Advisor. You will manage relationships with high-net-worth clients, tailor financial plans, and grow the book through referrals while meeting annual sales targets.
You will review client data, perform investment research, and work with the team to deliver tailored solutions that address liquidity, tax considerations, and goals.
We are seeking a motivated Senior Wealth Planning Advisor to join Nuveen in Seattle, WA, United States.
This is a strong role to take on the Senior Wealth Planning Advisor role at Nuveen.
As a Senior Wealth Planning Advisor, you will play an important part at Nuveen in Seattle, WA, United States.
We invite applications for the Senior Wealth Planning Advisor position located in Seattle, WA, United States.
Position Requirements
10+ Years work experience(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).
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