nuveenFrisco, TX
Virtual Financial Advisor - Retirement Planning Specialist
Virtual Financial Advisor - Retirement Planning Specialist
Virtual Financial Advisor - Retirement Planning Specialist
nuveenFrisco, TX
4 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Apply for this role (opens in a new tab)TIAA seeks an Associate Financial Consultant to deliver virtual financial planning and advisory services to participants, entrants, and sponsors. The role evolves from hourly training pay to a salaried exempt position, requiring 120 days to obtain licenses and licensing in 120 days.
The position involves advising on pensions, retirement plans, and investments via phone/video, with a focus on client service and cross‑team collaboration to grow assets.
Also on the board Same function, level within a rung
Level
Senior
Location
Frisco, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago