Manager in Investment Management Advisory at Deloitte focusing on strategic solutions for investment management sector clients. Leading projects and mentoring junior team members in a dynamic environment.
About the role
- Virtual Financial Consultant providing multi-lingual financial counseling and planning advice for TIAA clients. Engaging participants through virtual channels and maintaining relationships with Institutional Plan Sponsors.
Responsibilities
- Provides virtual counseling in multiple languages for TIAA products and services
- Offers financial planning advice via in person, phone and video chat
- Counsels participants on pension plans and investment options
- Educates and facilitates new product purchases
- Interacts with retirement plan participants for customer service
- Communicates with internal teams to implement TIAA products and services
- Develops and maintains relationships 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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