
$68,800 – $83,800
Listed on Nuveen’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
This role advises clients nearing or in retirement on how to structure withdrawals from their investment portfolios, through a mix of virtual meetings, inbound support calls, and proactive outreach. It suits someone with financial services experience who can assess client needs and guide them through TIAA's lifetime income products.
Our summary, not Nuveen’s wording. The full posting is on their site.
What they ask for
Required
- 2+ years of work experience
- Series 7 and Series 63 FINRA registrations within 120 days
- Life and Health Insurance license for resident state within 120 days
Nice to have
- Bachelor's degree
- 3+ years of work experience