Wealth Management Advisor
$100k - $110kNuveen
Wealth Management Advisor We are seeking an experienced Wealth Management Advisor to partner with affluent clients, deepen relationships, and grow practices through referrals. Key Responsibilities Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations that help them achieve well‑defined objectives. Communicate complex financial solutions with strong interpersonal and relationship‑building skills. Build meaningful, long‑lasting relationships and implement appropriate financial solutions. Obtain all required licenses within 120 days of the start date. Qualifications and Licenses University degree (preferred). Minimum 5 years of experience managing a book of business or building long‑lasting relationships with affluent clients. FINRA Series 7, Series 63, Series 65, or Series 66 registration. Life and Health Insurance License in the resident state. Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) LevelI (preferred). Will support tuition for CFP or CFA certification with a base salary increase upon completion. Physical ability to perform sedentary office work. Desired Skills Business Development & Client Relationship Management Collaboration & Consultative Communication Continuous Improvement Mindset & Practice Management Strategy Prioritization & Retirement Planning Sales & TIAA Product acumen Wealth Due Diligence & Wealth Management Compensation and Benefits Base Salary: $100,000/yr – $110,000/yr (may vary by experience, role, and location) Additional compensation may include incentive programs tied to performance. Benefits: Comprehensive retirement program, competitive health, wellness, and work‑life offerings. Posting End Date: 2026‑08‑31 Equal Opportunity Statement We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. #J-18808-Ljbffr
- Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand...SuggestedWork at officeFlexible hours
$259.87k - $389.81k
...Description The VP, Financial Planning & Analysis (FP&A) for Advice & Wealth Management (AWM) and Insurance serves as strategic business partner and trusted advisor to the leaders of the AWM, Insurance Product, Operations, and Distribution functions, including the EVP...SuggestedHourly payFull timeFlexible hoursIMEA
Minneapolis, MN2 days ago- TIAA in Minneapolis, MN seeks an experienced Financial Advisor to partner with affluent clients, deliver tailored strategies, and act as a fiduciary. You will manage a book of business, grow the practice, and collaborate with internal specialists to provide comprehensive...Suggested
- ...clients through and into retirement Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs...SuggestedFlexible hours
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering... ...initiatives.Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver holistic...SuggestedFull timeWork experience placementWork at office
$65k - $80.2k
...Wealth Management AdvisorAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and... ...discover what you excel at—all from Day One.The Wealth Management Advisor (WMA) position is the investment planning and investment and...Work experience placementU.S. Bancorp
Saint Paul, MN2 days ago$90k - $160k
...Wealth Management Consultant (WMC)The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform. The WMC works closely with field leadership, service and support areas within RBC's Private...Work at officeImmediate startHome officeFlexible hoursRBC
Minneapolis, MN3 days ago$141.21k - $172.59k
...Day One.Job DescriptionWealth Trust Services manages and serves trust relationships within the Affluent Segment. Wealth Trust Services is seeking a Trust Manager responsible... ...prospects, clients, beneficiaries, attorneys, advisors, and centers of influence.CORE...Full timeLocal area- ...: We are Advisory. Our vision is to become the world’s leading advisors in harnessing technology and innovation as a force to reinvent... ...implementing technology architectures that drive business value, manage complexity, and accelerate harmonization of the IT estate. We...Full timeLive inWork at officeLocal area
- Everest Financial Group is seeking a Financial Advisor to join our wealth management team. You will support a Senior Financial Advisor by servicing an expanding book of business, delivering holistic financial plans, and maintaining strong client relationships. The role...
- ...Representatives who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a FULL-TIME Early Career Wealth Manager for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA. Remote Opportunity after training and...Full timeRemote workWork from home
$102k - $190k
Application Deadline:09/04/2026Address:50 S 6th StreetJob Family Group:Wealth Sales & ServiceServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates...Full timeContract workPart timeLocal areaShift work- A leading wealth management firm in Minneapolis seeks dedicated professionals to impact lives positively while building a rewarding career... ...development opportunities, and comprehensive benefits including health insurance and retirement plans. #J-18808-Ljbffr Equitable AdvisorsFlexible hours
- Foster Klima & Company is seeking a FULL-TIME Early Career Wealth Manager to serve USA clients with no sales territories. After training and licensing, remote work is possible, offering work-from-home flexibility. The role focuses on growing advisory relationships and...Remote jobFull timeWork from home
$250k
...Wealth Manager As part of the Wealth Management Client Experience Team, the Wealth Manager is the primary source of relationship development... ...best interests. The Wealth Manager works alongside a Wealth Advisor, Financial Planner, Client Service Associate, and Client Care...Work at officeMonday to FridayAfternoon shift$100k - $180k
...Houston, Indianapolis, Minneapolis, Nashville, Orlando, Raleigh, San Antonio, Sarasota, and Tampa.Job Summary:The Land Acquisition Manager for M/I Homes (NYSE “MHO”) coordinates and assists in the acquisition and development of real estate into residential communities.Salary...Full time$138k - $185.35k
...ServiceFertility Assistance ProgramFour-Week Company-Paid Sabbatical Eligibility After Five Years of ServiceThe Property Tax Senior Manager ("Senior Manager") oversees Managers/Staff to provide property tax compliance, consulting, and appeal services for assigned clients...Full timeContract workLocal area$100.35k - $205k
...a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027 What You’ll Do As a Tax Manager in our Private Wealth Tax practice, you will... ...Agent Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)...Private practiceWork at officeLocal area$200k - $300k
Job DescriptionWhat is the opportunity?The Senior Director, CRE US & CALA Region is responsible for the management and oversight of the delivery of Corporate Real Estate services to the RBC and CNB businesses throughout the region. The position is responsible for the accountability...Full timeContract workFor contractorsWork at office$64.7k - $120.4k
...United States of AmericaJob Type: RegularCategory: Customer ServicesIndustry: Real EstateSalary: 95000Posted Date: 2026-07-31Operations Manager - Business Insurance Our not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a...Minimum wageLocal areaNight shift- ...Property Manager Opportunity Gulfstream Staffing is partnered with a rapidly expanding real estate investment management company. They are currently seeking candidates for a Property Manager opportunity for their Student Housing division based in Minneapolis, MN....Immediate start
Gulfstream Staffing, Inc.
Minneapolis, MN4 days ago $60k - $70k
...Job Title: Property Manager Property Assignment : The Warren Job Location: Minneapolis, MN (Full-time in the office) Salary Range: $60,000-$70,000 per year ** Must have lease-up experience. Must have affordable experience. Must have previously completed...Full timeWork at officePremier Housing Management
Minneapolis, MN3 days ago$70k - $75k
...Organization Background Aeon is a nonprofit developer, owner, and manager of affordable communities in the Twin Cities. For 40 years, we have been at the forefront of creating housing that goes beyond shelter. Our housing serves as a platform for resilience, opportunity...Full timeFor contractorsCasual workWork at officeMonday to FridayAeon
Minneapolis, MN14 hours ago$74.8k - $88k
...Job Title Property Manager (CRE) Job Description Summary Responsible for the management of a property (or group of properties) for a client and fulfilling the manager’s obligations under the terms of the property’s management agreement. Job Description ESSENTIAL...Minimum wageContract workWork at officeFlexible hoursCushman & Wakefield
Minneapolis, MN1 day ago- ...Dental insurance Health insurance Paid time off Vision insurance About Us: Join our dynamic team at Allied Property Management, a division of Allied National Services, a leading property management firm specializing in commercial real estate throughout the...For contractorsWork at officeLocal area
Allied National Services
Minneapolis, MN3 days ago - ...Retail Property Manager Sterling is currently seeking a retail property manager to manage multiple retail shopping centers owned by the company. The individual will be based out of Minneapolis and will initially be responsible and accountable for the overall management...For contractors
Sterling Centrecorp
Minneapolis, MN3 days ago $70.95k
...Join our Premier Property Management Team. Creating a better living. The Property Manager Float , is an experienced Property Manager who is responsible for the oversight of all operational and financial aspects for the day-to-day operations of their multifamily...Hourly payImmediate startGoldmark Property Management
Minneapolis, MN4 days ago$75k - $79k
...Property Manager Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property Company is one of the United States' most respected full-service residential property companies, operating a successful portfolio in 75 markets. Headquartered in Dallas...Currently hiringWork at officeLocal areaFlexible hoursWillow Bridge Property Company
Minneapolis, MN1 day ago- ...Job Overview Ebenezer is looking for a Property Manager to join our senior cooperative team at Applewood Pointe Valley West in Bloomington, MN! This position manages and supervises the day-to-day operations of the homeowner association including, site staff supervision...Full timeTemporary workWork at officeRelocation packageDay shift
Fairview Health Services
Minneapolis, MN1 day ago $80k
...Village Green is a vital investment in your future. Our 100-year history makes us one of the oldest and most experienced management companies, and we have room to grow within the rising apartment industry. Pay: up to $80k plus a quartely bonus Job...Work experience placementWork at officeAfternoon shiftVillage Green
Minneapolis, MN2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Advisor. Be the first to apply!
- wealth management advisor Minneapolis, MN
- wealth management consultant Minneapolis, MN
- wealth manager Minneapolis, MN
- director of knowledge management Minneapolis, MN
- regional director of revenue management Minneapolis, MN
- workforce management specialist Minneapolis, MN
- director revenue management Minneapolis, MN
- endpoint management Minneapolis, MN
- weight management Minneapolis, MN
- pain management Minneapolis, MN