Hybrid Financial Consultant

Posted 2 hours ago

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About the role

  • Financial Consultant providing in person and virtual counseling for TIAA products and services to help clients achieve their financial goals. Requires financial services experience and licenses within 120 days.

Responsibilities

  • Provides in person and virtual counseling for all participants
  • Educates, recommends and facilitates new product purchases
  • Interacts with retirement plan participants
  • Develops and maintains strong relationship with Institutional Plan Sponsors.

Requirements

  • 3+ Years Required; 5+ Years Preferred
  • University (Degree) Preferred
  • FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Benefits

  • Competitive compensation package
  • Comprehensive Total Rewards package
  • 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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