Individual Financial Consultant

TIAA(1 month ago)

Dallas, TX, United StatesOnsiteFull TimeJunior$60,972 - $81,660 (estimated)Wealth Management

About this role

The Individual Financial Consultant (IFC) at TIAA delivers retirement education and personalized financial guidance to clients and prospects, focusing on qualified and non-qualified retirement products. The role supports client account opening and retention within the Broker-Dealer framework and helps advance the firm’s mission of securing retirement outcomes. This is an entry-level position with required licensing to be obtained after hire.

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Required Skills

Retirement Planning
Client Relationship
Consultative Communication
Sales
Pipeline Management
Account Opening
Account Funding
Compliance Knowledge
Product Education
Phone Communication

Qualifications

University Degree Preferred
Series 7
Series 63
Life and Health Insurance License (Resident State, Multiple Issuers within 120 days)

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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