More jobs:
Retirement Planning & Investment Advisor
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-22
Listing for:
TIAA
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
TIAA in Charlotte, NC is seeking an Individual Financial Consultant to provide retirement education and investment advice to clients. This role involves fielding inbound calls and assisting clients in navigating their retirement options, ensuring a good client experience with a strong focus on asset growth.
The ideal candidate will possess a Series 7 and 63 FINRA registration and a Life and Health Insurance License. The role welcomes individuals with no experience who are eager to help clients achieve financial well-being.
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