TIAA

Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center

TIAA

2 months ago
Frisco, TX
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 focused on supporting retirement plan participants by explaining product options and helping them navigate financial choices. The position is part of the National Contact Center and offers structured training, licensing support, and career development opportunities within TIAA. This is a hybrid role with an emphasis on delivering client-focused service and education.

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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