TIAA

Retirement Income Consultant

TIAA

2 months ago
Dallas, TX
Hybrid
Full Time
Medior
0 applicants
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TIAA
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About this role

A Retirement Income Consultant at TIAA advises clients on retirement income strategies using the firm’s suite of income-oriented tools and lifetime income products. The role supports client transitions into retirement and involves virtual client meetings and outreach. Required regulatory registrations and insurance licensing must be obtained within 120 days of hire.

Skills

Qualifications

University Degree (Preferred)Series 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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