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Opportunity Details

Company Name: Nuveen US
Country: United States of America
Cities / Region / Location: New York
Job Title: Financial Planning Advisor
Qualification: University (Degree) Preferred
Experience: 3+ Years Required; 5+ Years Preferred
Job Function / Domain: Financial Planning & Analysis (FP&A)
Key Skills: Due diligence; Financial statements preparation; Client management; FP&A; Wealth & investment management; Communication
Posting Date: 6 November 2026
Job ID: R260900087
Job Level / Seniority
Application Link: Apply Now Free account needed
Job Description Link: View Official Job Description Free account needed
Work Mode
Employment Type: Full-time
Application Deadline
Salary / Compensation: Salary not disclosed by employer. Benefits mentioned: retirement benefits, competitive pay, wellbeing support.
Visa Required / Visa Sponsorship
CA Samaaj Job ID: PWWS79

Job Highlights

Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
Develops and implements strategic and tactical plans with strong considerations to client challenges.
Reviews client information, including financial statements, risk investment profile and cash availability.
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.
Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.

Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.

Nuveen US

Nuveen US is an employer hiring in India (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in India are mostly in Dallas, Chicago, Charlotte and Syracuse.