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Virtual Retirement & Investment Advisor

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Nuveen
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 71000 - 103000 USD Yearly USD 71000.00 103000.00 YEAR
Job Description & How to Apply Below

TIAA in the Charlotte/Frisco area is seeking a Virtual Financial Consultant to provide virtual counseling across retirement plans, investments, and insurance. You will advise participants, new entrants, prospects, beneficiaries, and their representatives via in-person, phone, and video chat to help achieve immediate and long-term financial goals.

During training you will be paid hourly and eligible for overtime; after training, the role becomes exempt and salaried with a 40-hour week and no

We are looking to fill the Virtual Retirement & Investment Advisor position at Nuveen in Charlotte, NC, United States.

This opportunity is for the Virtual Retirement & Investment Advisor role at Nuveen.

We are seeking a motivated Virtual Retirement & Investment Advisor to join Nuveen in Charlotte, NC, United States.

Consider building your career as a Virtual Retirement & Investment Advisor at Nuveen.

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