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Retirement Planning & Investment Advisor
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-06-02
Listing for:
Nuveen
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Nuveen in Frisco, Texas is seeking an Individual Financial Consultant to provide retirement education and advice to clients. This role involves assessing client needs, managing sales opportunities, and ensuring a positive client experience.
The ideal candidate should have a preferred university degree but no experience is required. Licenses such as Series 7 and Series 63 must be obtained within 120 days. The role emphasizes communication skills, client advisory, and investment knowledge.
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