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Wealth Advisor: Personalized Financial Plans & Growth
Job in
Washington, Warren County, New Jersey, 07882, USA
Listed on 2026-09-01
Listing for:
Nuveen
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
TIAA/Nuveen seeks a Wealth Advisor to partner with clients, assess financial goals, and craft customized financial plans. The role emphasizes team collaboration to grow a book of business through referrals and strategic investment recommendations.
Required:
3+ years in financial services, Series 7/63/65 (or 66) within 120 days, university degree preferred. Competitive base salary with an incentive program; in-office environment and strong client focus.
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