Individual Financial Consultant Multi-lingual (Spanish)

TIAA(25 days ago)

United States, Dallas, TXOnsiteFull TimeJunior$53,226 - $71,488 (estimated)Wealth Management

About this role

The Individual Financial Consultant (Multi-lingual) delivers retirement education and personalized financial guidance to clients and prospects, helping them navigate qualified and non-qualified retirement products and investment options. The role supports client acquisition and retention efforts, contributing to asset growth and a positive client experience while working under general supervision. Multilingual capability is a key attribute for serving diverse client populations.

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Required Skills

Client Financial Planning
Client Relationship Management
Consultative Communication
Retirement Planning
Sales
Account Opening
Pipeline Management
Advice Delivery

Qualifications

University Degree (Preferred)
Series 7
Series 63
Life and Health Insurance License

About TIAA

tiaa.org

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

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