Budget Analyst conducting financial analysis and budget management for organizational projects at CACI. Collaborating with teams to provide insights and ensure reporting accuracy.
About the role
- Virtual Financial Consultant providing multilingual financial counseling in TIAA products and services. Offers virtual counseling and financial planning advice via various channels to help clients.
Responsibilities
- Provides virtual counseling in multiple languages on financial products and services
- Educates, recommends and facilitates new product purchases
- Interacts with retirement plan participants for customer service
Requirements
- 3+ Years Required; 5+ Years Preferred Work Experience
- 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
- Health, wellness and work life offerings
- Comprehensive Total Rewards package
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