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
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