TIAA

Virtual Financial Consultant Multi-Lingual

TIAA(1 month ago)

RemoteFull TimeMedior$75,400 - $92,300Wealth Management
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About this role

A Virtual Financial Consultant Multi-lingual delivers virtual, multi-language financial counseling for participants, prospects, beneficiaries and their representatives across TIAA’s retirement and investment products. The role supports institution-aligned regional clients via phone, video and occasional in-person interactions to help clients meet short- and long-term financial goals. The position begins as hourly (non-exempt) during training and transitions to a salaried (exempt) role, with required licenses to be obtained within 120 days.

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Required Skills

  • Multilingual
  • Financial Planning
  • Retirement Planning
  • Client Service
  • Relationship Management
  • Sales
  • Investment Advice
  • Product Knowledge
  • Communication
  • Compliance

Qualifications

  • University Degree (Preferred)
  • Series 7
  • Series 63
  • Life 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.

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