Individual Financial Consultant Multi-lingual (spanish)

Nuveen, a TIAA company

Multi-lingual in spanish
Client financial planning
Consultative communication
The Individual Financial Consultant provides retirement education and advice to clients

Job Summary

  • The Individual Financial Consultant provides retirement education and advice to clients.
  • This role is crucial for asset growth and ensuring a good client experience.
  • TIAA is committed to the well-being of associates and offers a comprehensive Total Rewards package.

Matching Summary

The Individual Financial Consultant provides retirement education and advice to clients.

Skills & Requirements

Must-have

  • Multi-lingual in Spanish
  • Client Financial Planning
  • Consultative Communication

Nice-to-have

  • Solid understanding of digital account processes
  • Ability to meet client acquisition goals

Key Requirements

  • Obtain all licenses within 120 days
  • University degree preferred
  • No experience required

Work Rights

Not specified

Tailored Resume

Cover Letter