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 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. The full posting is on their site.
What they ask for
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