Top Tech Jobs & Startup Jobs in Boston, MA

The Wealth Advisor collaborates with clients to develop tailored financial plans, analyzes financial landscapes, and aims to grow the client base through referrals and investment strategies.

Advise and manage an assigned book of clients on complex gift and estate planning. Develop client engagement plans, create educational content, lead internal teams to deliver high-quality charitable gift consulting, and resolve client issues. Support events, communications, and program management for nonprofit development stakeholders.

Manage a defined territory to drive Nuveen product sales through consultative relationships with financial advisors across wire, independent and RIA channels. Use data analytics to identify opportunities, manage pipeline, cross-sell, convert prospects, collaborate with regional teams, attend industry events, and support broader wealth advisory campaigns.