TIAA

Individual Financial Consultant Multi-lingual

TIAA

2 months ago
Dallas, TX
Onsite
Full Time
Junior
0 applicants
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TIAA
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About this role

The Individual Financial Consultant provides retirement education and advice to clients and prospects, helping them navigate qualified and non-qualified retirement products and investment options. Working under general supervision, the role supports client acquisition and retention and contributes to asset growth and client satisfaction. Candidates must obtain required licenses within 120 days and will be assessed for Spanish proficiency.

Skills

Qualifications

University Degree (Preferred)Series 7Series 63Life and Health Insurance License (Resident State) - required within 120 days
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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