Retirement Planning Advisor – Hybrid/Remote

Nuveen; Chicago (IL); Hybrid; USD 73,000 - 96,000; Full time

Job summary

TIAA, in partnership with Nuveen, seeks a Financial Consultant to provide in-person and virtual counseling on retirement plans and investments. You will guide participants through products, educate on options, and facilitate purchases with a focus on long-term financial goals.

You will leverage tax and investment strategies, support client service, and collaborate across departments to drive solutions for plan sponsors and participants.

Qualifications

• Counsels participants on pension plans, tax-deferred annuities and other investment options.
• Educates, recommends and facilitates new product purchases including mutual funds, annuities, IRAs, 529 and 403b, life insurance and more.
• Works with retirement plan participants to provide customer service and fulfill transactions and service requests.
• Uses tax and investment strategies to inform financial advice based on client needs and objectives.
• Coordinates with cross-business teams to support products and initiatives and builds relationships with institutional sponsors.

Responsibilities

• Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
• Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others).
• Interacts with retirement plan participants to provide exceptional customer service and execute transactions and service requests.
• Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
• Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
• Develops and maintains strong relationship with Institutional Plan Sponsors.

Skills

Financial planning

Client relationship

Retirement planning

Communication

Sales mindset

Education

Bachelor's degree (finance/business)

Tools

Series 7

Series 63

Life and Health Insurance License (Resident)

Job description

TIAA, in partnership with Nuveen, seeks a Financial Consultant to provide in-person and virtual counseling on retirement plans and investments. You will guide participants through products, educate on options, and facilitate purchases with a focus on long-term financial goals.

You will leverage tax and investment strategies, support client service, and collaborate across departments to drive solutions for plan sponsors and participants.