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
Integration Finance Manager leading transaction accounting and financial integration for Azuria Water Solutions. Collaborating cross - functionally to ensure effective integration of acquired entities.
Director of Finance shaping financial strategy and operations at ShanX Medtech BV, focusing on innovative healthcare solutions in Eindhoven. Combining strategic leadership with hands - on execution in a hybrid environment.
Manager of Integrated Supply Chain Finance at Honeywell guiding financial strategies and supporting sustainable growth within the supply chain. Collaborating across departments to optimize cost efficiency.
Experienced Financial Analyst II providing advanced financial analysis and program management for State Court Administration's Finance Division. Engaging in budgeting, financial reporting, and stakeholder collaboration.
VP Financial Planning & Analysis leading strategic development of data infrastructure at Nuveen. Collaborates with finance leadership and technology teams to optimize data flow and accuracy.
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.
Senior Analyst, R&D Finance supporting month - end accounting and reporting for Research organization in Poland. Responsible for journal entries, reconciliations, and variance analysis.
Business and Financial Analyst tasked with financial and data analyses for Navitas' operations in North America. Supporting reporting requirements and collaborating with stakeholders in Burnaby, British Columbia.
Financial Planning & Analysis Analyst at Farnell, a global technology distributor, analyzing financial data and providing data - lead insights. Collaborate with finance teams across regions in a hybrid work environment.
Public Finance Advocacy Fellow supporting the Government Finance Officers Association through fellowship opportunities. Gaining exposure to advocacy work and developing professional skills.