Virtual Financial Consulting Director

TIAA Jobs

Base: $130,000pyr - $175,000pyr; bonus/equity: not...
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5 years of institutional retirement experience
Strong relationship management skills
Excellent verbal and written communication skills
** The Virtual Financial Consulting Director position at TIAA involves overseeing a team of Financial Consultants who provide guidance on financial planning and investment options to clients. The role emphasizes leadership, relationship management, and strategic development of financial services, with a focus on delivering exceptional client experiences. **

Job Summary

  • The Virtual Financial Consulting role supervises professional level Financial Consultants.
  • This role supports institutions aligned to regional structures and develops strategies for offering financial planning advice.
  • TIAA is committed to making financial well-being possible for its clients and associates.

Matching Summary

Match Score: 75

** The Virtual Financial Consulting Director position at TIAA involves overseeing a team of Financial Consultants who provide guidance on financial planning and investment options to clients. The role emphasizes leadership, relationship management, and strategic development of financial services, with a focus on delivering exceptional client experiences. **

Salary

Base: $130,000/yr - $175,000/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 5 years of institutional retirement experience
  • Strong relationship management skills
  • Excellent verbal and written communication skills

Nice-to-have

  • Prior people management experience
  • Demonstrated ability to coach and develop a team
  • Significant leadership experience in Sales

Key Requirements

  • 5+ years of experience required
  • 7+ years of experience preferred
  • FINRA Registrations: Series 7, Series 63, Series 24

Work Rights

Not specified

Tailored Resume

Cover Letter