Retirement & Asset Retention Advisor

Nuveen; Frisco (TX); On-site; USD 77,000 - 110,000; Full time

Job summary

Nuveen is seeking a Client Engagement Consultant to drive asset retention and growth by engaging clients, prospects, and plan participants through assigned leads and proactive retention outreach. The role blends retirement education with on-demand financial advice across TIAA products, in a collaborative team setting, and focuses on converting opportunities into retained relationships.

The position emphasizes responsiveness, sales execution, and building trust quickly.

Qualifications

• University degree or equivalent; 3+ years experience minimum.
• FINRA Series7 and Series63 licenses required within 120 days.
• Life and Health Insurance license required within 120 days.
• Experience in client retention and sales-oriented environments preferred.

Responsibilities

• Engage clients via assigned leads and proactive retention outreach.
• Deliver retirement education and on-demand financial advice.
• Develop and manage a sales and retention pipeline to close opportunities.
• Coordinate referrals to Wealth Advisors and internal partners.
• Meet or exceed asset retention and growth goals.

Skills

Client Relationships

Sales Skills

Retirement Planning

Financial Advice

Education

Bachelor's Degree

Tools

FINRA Series7

FINRA Series63

Life and Health License

Job description

Nuveen is seeking a Client Engagement Consultant to drive asset retention and growth by engaging clients, prospects, and plan participants through assigned leads and proactive retention outreach. The role blends retirement education with on-demand financial advice across TIAA products, in a collaborative team setting, and focuses on converting opportunities into retained relationships.

The position emphasizes responsiveness, sales execution, and building trust quickly.