Financial Aid Advisor assisting students and families with financial aid funding. Evaluating aid needs and managing compliance with federal and state regulations, while maintaining accurate records.
About the role
- Financial Consultant at TIAA providing counseling on pension plans and investment options 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
- Interacts with retirement plan participants to provide exceptional customer service
- Communicates internally with cross-business partnerships to develop and implement TIAA products and services
- Develops and maintains strong relationship with Institutional Plan Sponsors
Requirements
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63
- 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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