Hybrid Financial Consultant

Posted yesterday

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About the role

  • Financial Consultant providing in person and virtual counseling for financial planning at TIAA. Offering advice on TIAA products and services to help clients achieve financial goals.

Responsibilities

  • Provides in person and virtual counseling for all participants
  • Counsels participants on their pension plans, tax deferred annuities and other available investment options
  • Educates, recommends and facilitates new product purchases

Requirements

  • 3+ years financial services experience
  • Series 7 and 63 completed within 120 days of start date
  • University (Degree) Preferred
  • Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Benefits

  • Superior retirement program
  • Highly competitive health, wellness, and work-life offerings

Job title

Financial Consultant

Job type

Experience level

Mid levelSenior

Salary

$75,400 - $100,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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