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Financial Consultant at TIAA - ApplyBlast

Financial Consultant

TIAA

4 months ago

3.6 on Glassdoor

Lexington, KY

Hybrid

Full Time

Senior

0 applicants

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About this role

A Financial Consultant at TIAA provides in-person and virtual counseling on all TIAA products to help clients achieve their immediate and long-term financial goals. The role involves educating clients on investment options, facilitating new product purchases, and developing strong relationships with institutional plan sponsors. Responsibilities include utilizing tax and investment strategies to inform financial advice and executing transaction requests.

Responsibilities

Counsel participants on pension plans and investment options
Educate clients on new products like annuities and 529 plans
Execute transaction and service requests for clients
Develop and maintain relationships with institutional plan sponsors
Utilize tax and investment strategies to inform financial advice

Skills

Qualifications

BS in Finance or Related FieldSeries 7 (FINRA)Series 63 (FINRA)Life and Health Insurance License3+ Years of Relevant Experience

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

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