$70,600 – $103,000
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 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. The full posting is on their site.
Skills this role names
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What they ask for
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