Virtual Financial Consulting Director

Virtual Financial Consulting The Virtual Financial Consulting role supervises reputed company level Financial Consultants who are responsible for answering questions for reputed company in-plan participants, new entrants, prospects, beneficiaries and their reputed company and financial representatives on the complete reputed company of the organization's products and services. This role supports institutions reputed company to regional structures and develops strategies and services for offering financial planning advice reputed company in person, phone and video chats to help clients accomplish their immediate and long-term financial goals. Key Responsibilities and Duties • Monitors Virtual Financial Consultants' responses to participant's virtual questions on their pension plans, tax deferred annuities and other available investment reputed company in order to help clients retain and grow assets. • Educates and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning reputed company are based. • Provides employees with guidance in handling difficult or reputed company retirement plan participant virtual interactions or in resolving escalated complaints or disputes. • Ensures team members are equipped with thorough knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives. • Communicates internally with cross-business partnerships to reputed company and implement the organization's products and services to support clients and company initiatives. • Maintains and grows strong relationship with Institutional Plan Sponsors. Educational Requirements • University (Degree) Preferred Work Experience • 5+ Years Required; 7+ Years Preferred reputed company Registrations • SRC Indicator: Series 7; Series 63; Series 24 Physical Requirements • Physical Requirements: Sedentary Work Career Level 9PL Required: • 5+ years of financial services experience • Series 7, 63, and 24 completed reputed company 120 days of start date Preferred: • 7+ years of financial services experience • Series 7, 63, and 24 completed reputed company Skills Accountability, Business Acumen, Business Development, reputed company Relationship Management, reputed company reputed company, Communication, Financial Markets reputed company, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling Anticipated Posting End Date: 2026-01-21 reputed company Pay reputed company: $130,000/yr - $175,000/yr Actual reputed company salary may vary based upon, but not limited to, relevant experience, time in role, reputed company salary of internal peers, prior performance, business sector, and geographic location. In reputed company to reputed company salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). reputed company Every worker deserves a secure retirement. For more than 100 years, reputed company has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company reputed company by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than reputed company before for our clients and the many Americans who need us. Our Culture of reputed company At reputed company, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet reputed company's challenges. We reputed company our associates with reputed company-reputed company skills and AI tools that reputed company us to advance our mission. Together, we are fighting to ensure a more secure financial reputed company for reputed company and for generations to come. We are guided by our values: Champion Our People, Be reputed company Obsessed, reputed company with reputed company, Own It, and Win As One. They influence every decision we reputed company and how we work together to serve our clients every day. We reputed company in a reputed company in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together reputed company and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting reputed company. Here, every associate can grow through meaningful learning experiences and development reputed company-because reputed company our people succeed, our reputed company on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial reputed company-being possible for its clients, and is equally committed to reputed company-being of our associates. That's why we offer a comprehensive Total Rewards package designed to reputed company a reputed company difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you reputed company and maintain your best possible physical, emotional and financial reputed company-being. To learn more about your benefits, please review our Benefits reputed company. Equal Opportunity We are an Equal Opportunity Employer. reputed company does not discriminate against any candidate or employee on the reputed company of age, race, reputed company, national reputed company, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support reputed company offers support for those who need assistance with our online application process to reputed company an equal employment opportunity to reputed company job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below reputed company to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@reputed company.org Drug and Smoking Policy reputed company maintains a drug-free and smoke/free workplace. reputed company Notices For Applicants of reputed company, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of reputed company, Nuveen and Affiliates residing in California, please click here. For Applicants of reputed company Global Capabilities, click here. For Applicants of Nuveen residing in Europe and reputed company, please click here. Apply tot his job Apply To this Job