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Financial Consultant at TIAA - ApplyBlast

Financial Consultant

TIAA

5 months ago

3.6 on Glassdoor

United States

Hybrid

Full Time

Senior

0 applicants

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About this role

The Financial Consultant provides in-person and virtual counseling on TIAA products, helping participants achieve their financial goals through retirement planning and investment advice. The role requires educating clients on tax-deferred annuities, mutual funds, and insurance while executing transaction requests and maintaining relationships with institutional sponsors.

Responsibilities

Counsel participants on pension plans and investment options
Educate clients on tax-deferred annuities and mutual funds
Execute transaction and service requests for clients
Develop and maintain relationships with institutional sponsors
Utilize tax and investment strategies to inform financial advice

Skills

Qualifications

Series 7 LicenseSeries 63 LicenseLife Insurance LicenseUniversity Degree5+ years Financial Services Experience

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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