Nuveen US | National Associate Financial Consultant (NAFC) – Plan Event Team-1

Key responsibilities and duties

• As a part of TIAA's Individual Advisory Center, this job covers institutions aligned to regional structures and offers financial planning advice via 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 requires up to 40% travel throughout the US.
• 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.
• Answers participant questions on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and grow assets.
• Educates 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.

Nuveen

Nuveen traces its origin to 1898, when John Nuveen Sr. founded John Nuveen and Company in Chicago, an investment banking firm specialising in municipal bonds. It later grew into a broad investment manager offering mutual funds, closed-end funds, private equity, real estate and separately managed accounts, with particular strength in fixed income and municipal bonds. Madison Dearborn Partners owned it from 2007 to 2014, after which it became part of TIAA, which remains its parent. Today it has major offices in Chicago, New York and Charlotte.

• Industry: Investment management: fixed income, municipal bonds, real estate, private markets and other strategies; asset manager of TIAA
• Headquarters: United States, with major offices in Chicago, New York and Charlotte (wholly owned by TIAA)