Nuveen is looking for an Individual Financial Consultant in Charlotte, NC. The ideal candidate will provide retirement education and advice, ensuring a positive client experience. Responsibilities include taking inbound calls to identify financial needs and guiding clients through account setup.
The role requires excellent communication and relationship-building skills, with a focus on achieving goals for asset growth and client retention. Join a team committed to helping individuals secure their financial futures.
#J-18808-LjbffrRetirement Planning Consultant: Inbound Advice in charlotte at Unknown Company
This position is listed as full time and onsite.