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Financial Consultant at TIAA - ApplyBlast

Financial Consultant

TIAA

3 months ago

3.6 on Glassdoor

Cambridge, Massachusetts, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Financial Consultant provides in‑person and virtual counseling to participants, prospects, beneficiaries, and their representatives on TIAA’s full range of retirement and investment products. The role involves offering financial planning advice, educating clients on pension plans, annuities, mutual funds, IRAs, and other investment options, and developing relationships with institutional plan sponsors while traveling up to 25% of the time.

Responsibilities

Counsel participants on pension plans and investment options
Educate and facilitate new product purchases for clients
Provide exceptional customer service and execute transaction requests
Utilize tax and investment strategies to inform financial advice
Develop and maintain relationships with Institutional Plan Sponsors

Skills

Qualifications

University DegreeSeries 7Series 63Life and Health Insurance License

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.