TIAA

Financial Services Consultant - Registered - Charlotte, NC National Contact Center

TIAA

3 months ago
Charlotte, NC
Hybrid
Full Time
Junior
0 applicants
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TIAA
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About this role

A Financial Services Consultant at TIAA is a FINRA-registered contact center role supporting retirement plan participants by explaining product options, facilitating transactions, and educating individuals about retirement and financial choices. The position is positioned as an entry-level opportunity with career mobility and support for obtaining required industry registrations and licenses. The role is based in a hybrid office setting.

Skills

Qualifications

Associate's DegreeSeries 6Series 7Series 63Life and Health Insurance License
TIAA

About TIAA

tiaa.org

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

About TIAA

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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