# Virtual Financial Consultant

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

Canonical page: https://career.thegoodapps.co/jobs/bdfb53d3-b6ea-40d0-a826-5e6174a8817e

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

- Employment type: full time
- Seniority: Mid
- Salary: 70600 – 103000 USD per year

## Summary

This role provides financial counseling to TIAA clients via phone, video, and in-person meetings, helping them plan for retirement and manage investments across a range of products. It suits someone with financial services experience who can build client relationships and advise on retirement strategies, tax planning, and insurance products.

_Our summary, not Nuveen's wording._

## Skills named

Financial Planning, Retirement Planning

## Required

- 3+ years of financial planning or related experience
- Series 7 and Series 63 FINRA registrations
- Life and Health Insurance License obtained within 120 days
- Ability to work hybrid with minimum 3 days per week in office

## Nice to have

- University degree
- 5+ years of financial planning experience

Apply on Nuveen's site: https://tiaa.wd1.myworkdayjobs.com/en-US/Search/job/Dallas-TX-USA/Virtual-Financial-Consultant_R260600470-1