# Individual Financial Consultant

Hiring organization: [Nuveen](https://career.thegoodapps.co/organizations/nuveen)

Canonical page: https://career.thegoodapps.co/jobs/69ea5e11-6c9b-4614-8d92-c3404e97f745

Listed on Nuveen's own careers site. Applications go to them directly.

- Employment type: full time

## Summary

This role involves fielding inbound calls to help clients and prospects understand their retirement and investment options, then managing those leads through to account opening and funding. It suits someone comfortable with sales-focused customer service who wants to build financial advisory skills while working toward their securities licenses.

_Our summary, not Nuveen's wording._

## Skills named

Retirement Planning

## Required

- Series 7 and Series 63 licenses obtained within 120 days
- Life and Health Insurance License in resident state obtained within 120 days
- Handle inbound calls and follow-up with clients and prospects
- Manage sales pipeline to account opening and funding
- Provide retirement and investment education

## Nice to have

- University degree
- Series 6 registration

Apply on Nuveen's site: https://tiaa.wd1.myworkdayjobs.com/en-US/Search/job/Charlotte-Main-8500-Carnegie-Blvd/Individual-Financial-Consultant_R260600599-3