Financial Consultant
TIAA(14 days ago)
About this role
The Financial Consultant provides both in-person and virtual financial counseling to clients, focusing on helping them achieve their financial goals through advice on retirement plans, investment options, and insurance. The role initially includes training and transitions to a salaried position, requiring relevant licenses and experience in financial services.
Required Skills
- Financial Planning
- Retirement Planning
- Investment Advice
- Customer Service
- Financial Markets
- Communication
- Relationship Management
- Tax Strategies
- Insurance
- Securities
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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