Unknown Company

Retirement Planning Consultant: Inbound Advice

charlotte, nc • Posted 2 weeks ago
Onsite Full Time Consulting

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.

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Retirement Planning Consultant: Inbound Advice in charlotte at Unknown Company

This position is listed as full time and onsite.

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