Nuveen US | Financial Consultant

Key responsibilities and duties

• This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.
• After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay.
• This position may also require occasional travel up to 25% of the time outside your assigned territory.
• Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
• 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.
• During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay.
• Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.

Requirements

• This is a hybrid flex position involving regional travel to client institutions at least 3 days/week with the ability to work remotely the rest of the week.

Nuveen US

Nuveen US is an employer hiring in India (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in India are mostly in Dallas, Chicago, Charlotte and Syracuse.

• Industry: BFSI / Investments / Insurance