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Financial Consultant at TIAA - ApplyBlast

Financial Consultant

TIAA

4 months ago

3.6 on Glassdoor

Phoenix, AZ

Hybrid

Full Time

Senior

0 applicants

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About this role

TIAA Financial Consultants provide in-person and virtual counseling on the full spectrum of retirement products and financial services. The role involves educating clients, executing transactions, and developing strong relationships with institutional plan sponsors to help them achieve financial goals. Consultants utilize knowledge of tax and investment strategies to inform authoritative financial planning advice.

Responsibilities

Counsel clients on pension plans and investment options to retain and increase assets.
Educate and recommend new product purchases including mutual funds and insurance.
Execute transaction requests and provide exceptional customer service.
Develop and maintain strong relationships with institutional plan sponsors.
Utilize tax and investment strategies to inform financial advice based on client needs.

Skills

Qualifications

Series 7 LicenseSeries 63 LicenseLife and Health Insurance License

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.