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Wealth Client Retention Consultant
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-24
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-08-24
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
TIAA in Charlotte, NC seeks a Client Outreach Retention Consultant to support clients considering transfers away and to educate them on investment options. The role begins non-exempt and hourly with overtime eligibility, then transitions to salaried exempt status after training.
You will handle inbound transfers, conduct outreach, and coordinate with NCC and advisory partners to present suitable solutions, while ensuring compliance and service levels.
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