TIAA

Individual Financial Consultant

TIAA

3 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 (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.

Skills

Qualifications

University Degree PreferredSeries 7Series 63Life and Health Insurance License (Resident State, Multiple Issuers 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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