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Retirement Planning & Investment Advisor

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: TIAA
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 50000 - 75000 USD Yearly USD 50000.00 75000.00 YEAR
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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