Financial Consultant

TIAA(12 days ago)

New York, NYOnsiteFull TimeSenior$75,400 - $100,000Financial Services

About this role

The Financial Consultant at TIAA provides personalized financial counseling to clients both in person and virtually, helping them achieve their financial goals through education and product recommendations. The role involves understanding clients' financial needs, explaining investment options, and developing strong client relationships in a dynamic environment.

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Required Skills

Financial Planning
Retirement Planning
Investment Strategies
Customer Service
Financial Advice
Tax Strategies
Relationship Management
Insurance
Mutual Funds
IRAs

About TIAA

tiaa.org

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.

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