Wealth Advisor
Nuveen
- # Wealth AdvisorApplylocations: 3965 Dallas Parkway Frisco, TX 75034: Birmingham, AL, USA: Ann Arbor, MI, USA: Wheaton, IL, USA: Houston, TX, USAposted on: Posted 30+ Days Agotime left to apply: End Date: May 31, 2026 (20 days left to apply)job requisition id: R260300758**Wealth Advisor** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals. **Key Responsibilities and Duties*** Manages time and resources efficiently and effectively* Develops and implements strategic and tactical plans with strong considerations to client challenges.* Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.* Reviews client information, including financial statements, risk investment profile and cash availability.* Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.* Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.* Works in a team environment to maintain a book of business and meet or exceed annual sales targets.**Educational Requirements*** University (Degree) Preferred**Work Experience*** 3+ Years Required; 5+ Years Preferred**FINRA Registrations*** SRC Indicator: Series 7; Series 63; Series 65; Series 66**Physical Requirements*** Physical Requirements: Sedentary Work **Career Level** 7IC **Required:*** 3+ years financial services experience* Series 7, 63 and 65 (or 66) completed within 120 days of start date**Preferred:*** 5+ years financial services experience* Series 7, 63 and 65 (or 66) completedRelated SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management**Anticipated Posting End Date:**2026-05-31Base Pay Range: $80,000/yr - $95,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**Company Overview**Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.**Our Culture of Impact**At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.**Benefits and Total Rewards**The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.**Equal Opportunity**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.Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.**Accessibility Support**TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:Phone: (800) 842-2755Email: View email address on click.appcast.io**Drug and Smoking Policy**TIAA maintains a drug-free and smoke/free workplace.**Privacy Notices**For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.For Applicants of TIAA Global Capabilities, click here.For Applicants of Nuveen residing in Europe and APAC, please click here.
- J-18808-Ljbffr Nuveen
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Frisco, TX vacancy
- ...Jobtailor in Frisco, TX seeks a seasoned Financial Advisor to work with high-net-worth individuals, identifying needs, developing relationships, and delivering tailored investment recommendations aligned with client goals. You will build a robust book of business and drive...Suggested
Jobtailor
Frisco, TX5 days ago - Nuveen in Frisco, Texas is seeking a Wealth Advisor to partner with clients in identifying their financial goals and developing customized investment strategies. The role requires managing a book of business and collaborating with a team to provide financial guidance....Suggested
- The Wealth Advisor at TIAA partners with clients to identify financial goals, analyze their landscape and develop tailored recommendations. This role emphasizes collaboration with a team to grow the book through referrals and value-added services. Requirements include...SuggestedWork at office
- ...Associates is seeking a Financial Planner to deliver goal-based financial planning and comprehensive wealth management for clients. You will serve as a primary advisor, integrating planning, investment, tax strategy, business planning, and retirement considerations while...SuggestedRemote job
$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Frisco, TX5 days ago- ...Job Title: Financial Advisor (Early Career / Entry-Level) Location: Flexible / Hybrid / Remote Options Available Compensation... ...Team Leader / Managing Director * Specialist Roles (retirement, wealth strategies, etc.) Why Join Us We believe talent and work...Immediate startRemote workFlexible hours
Spectrum Financial Group
Frisco, TX1 day ago - $240M+ AUM, MENTORSHIP, RELATIONSHIP FOCUSED Interested? Click HERE for more information. Our client is a boutique financial planning firm serving mass affluent pre-retirees. They focus on practical, tax-efficient retirement income strategies that give clients...
New Planner Recruiting LLC
Frisco, TX6 hours ago - ...Planner is responsible for delivering comprehensive, goal-based financial planning and wealth management services to Cain Watters & Associates clients. This role serves as a primary advisor to clients, providing integrated guidance across financial planning, investment...Full timeTemporary workWork at officeImmediate startRemote workMonday to FridayDay shift
Cain Watters & Associates
Frisco, TX1 day ago - ...Bank of America is seeking a Financial Solutions Advisor Stage I in Frisco, Texas. This role focuses on obtaining necessary securities licenses and managing client relationships by delivering comprehensive financial advice. The position requires a High School Diploma/GED...Monday to Friday
Bank of America
Frisco, TX4 days ago $60k - $150k
...Financial Advisor – Wealth Planning & Leadership Development Track North Dallas General Office | Full-Time | Hybrid First-Year Expected Total Compensation: $60,000 – $150,000+ Build a Sophisticated Financial Planning Practice with a Defined Path to Leadership...Full timeWork at officeLocal areaNew York Life
Frisco, TX4 days ago$24 - $28 per hour
Job Details Job Location: Frisco Billing Office - Frisco, TX 75034 Position Type: Full-Time Salary Range: $24.00 - $28.00 Hourly Dallas IVF is looking for a full-time Patient Financial Counselor to join our growing team at our Frisco location. This is an opportunity to ...Hourly payFull timeWork at officeLocal area- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...
Beacon Pointe Advisors
Plano, TX2 days ago - ...Bank of America is hiring an investment advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, meeting clients to review goals, building a financial plan,...
Bank of America
Mckinney, TX5 days ago - ...partnership mindset, with experience collaborating across Treasury, Wealth, Credit, and other divisions to serve clients... ....Business Development & Relationship BankingServe as a trusted advisor, providing customized financial solutions to business owners and...Local area
- Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help...Full timeLocal area
Modern Woodmen
Frisco, TX4 days ago - ...Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Dallas, Texas office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative...Work at office
Beacon Pointe Advisors
Plano, TX5 days ago $95.89k - $157.54k
...or high-growth environment. MBA or similar advanced credential (not required). What Success Looks Like: Acts as a trusted advisor to senior leaders, delivering insights that directly influence business decisions. Anticipates questions and issues before they...Temporary workWork at officeWork from homeHome officeRelocation packageFlexible hoursMcAfee
Frisco, TX5 days ago$120.56k
...Spending time with family, following the Texas Rangers, college football, and being active in church. Mark Kissinger, Financial Advisor: Time with New York Life: 8 years of experience serving clients and growing his practice. Previous Experience: Worked in an...Work at officeWork from homeFlexible hoursBarr District - New York Life
Frisco, TX7 days ago$120.56k
...Spending time with family, following the Texas Rangers, college football, and being active in church. Mark Kissinger, Financial Advisor: Time with New York Life: 8 years of experience serving clients and growing his practice. Previous Experience: Worked in an...Work at officeWork from homeFlexible hoursBarr District - New York Life
Frisco, TX7 days ago- ...with in-office collaboration as needed. If you are a licensed advisor who thrives in consultative conversations and want strong brand... ...within 120 days • 3+ years of experience in financial services or wealth management • Experience providing retirement or investment...Hourly payTemporary workWork at office
Tundra Technical Solutions
Frisco, TX21 days ago - J.P. Morgan Chase in Plano, Texas seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions. You will engage clients, fostering relationships while demonstrating expertise in financial markets and technology. The ideal candidate has...
- Tundra Technical Solutions is looking for a Virtual Financial Consultant to provide impactful financial advice to retirement plan participants and institutional clients. This hybrid role in Frisco combines virtual client engagement with in-office collaboration. Qualified...Work at office
- Job Description Entry level or new college graduate opportunities rarely give you a Financial Professional (Agent) opportunity that allows you to manage your own book of business. As a New York Life Insurance Company Financial Professional (Agent), you will not only manage...Local area
- ...and business owners pursue financial goals through planning and personalized solutions, including Insurance, Retirement Planning, Wealth, Estate, Tax-Advantaged Solutions, Real Estate, and Lending. This is a fully remote, commission-based independent contractor (1099)...Remote jobFor contractors
- A notable fraternal financial services organization located in Texas is seeking a Regional Field Recruiter to provide financial guidance, create tailored financial plans, and support members in achieving financial goals. The role requires integrity, leadership, and a passion...
- ...is one of the nation’s most respected investment management and wealth advisory organizations, serving millions of investors worldwide... ...is expanding its advisory teams and seeking experienced Wealth Advisors who are passionate about building lasting client relationships...WorldwideRelocation package
- Bank of America’s Merrill Wealth Management seeks an Advisor Development Program participant to become a Financial Advisor. You will identify client needs, build relationships, review goals, and deliver comprehensive recommendations while collaborating with Merrill advisor...
$47k - $66.7k
Financial Services Consultant Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of peopleand we're not done yet. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled...Hourly payWork experience placementWork at office- Ivy Fertility is seeking a full-time Patient Financial Counselor in Frisco, TX. This role is crucial for guiding patients through financial processes related to fertility treatment, including insurance verification and counseling. The ideal candidate will possess strong...Full time
$86.66k - $164.3k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a coast‑to‑coast and global advantage in major regions of the U.S. and many of the world’s leading financial centers—New York, London, San Francisco, Los Angeles, Chicago and Boston...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
Related searches
- financial advisor Frisco, TX
- financial associate Frisco, TX
- estate planning consultant Frisco, TX
- financial advisor associate Frisco, TX
- financial planning associate Frisco, TX
- financial planning assistant Frisco, TX
- finance associate Frisco, TX
- financial counselor Frisco, TX
- financial planning administrator Frisco, TX
- financial planner Frisco, TX