Financial Consultant
TIAA(1 month ago)
About this role
The Financial Consultant provides in-person and virtual financial counseling to retirement plan participants, beneficiaries, and institutional plan sponsors on TIAA products and services, helping clients achieve immediate and long-term financial goals. The role supports institutions aligned to regional structures and includes an initial paid training period with a transition from hourly to salaried pay; required licenses must be obtained within 120 days.
Required Skills
- Financial Planning
- Retirement Planning
- Client Counseling
- Relationship Management
- Investment Advice
- Tax Strategies
- Communication
- Customer Service
- Sales
- Product Knowledge
Qualifications
- University Degree Preferred
- Series 7
- Series 63
- Life and Health Insurance License
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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