Virtual Financial Consultant

TIAA

Multiple Locations, US
Base: $75,400pyr - $92,300pyr; bonus/equity: pyrti...
Not specified (assumed hybrid due to virtual counseling mention)
Series 7 and series 63 finra registrations
Life and health insurance license
Retirement planning and tax strategy knowledge
TIAA is seeking a Virtual Financial Consultant to provide clients with financial planning advice and counseling across a range of TIAA products and services. This role requires strong customer service skills and financial expertise, with a focus on helping clients achieve their financial goals. Successful candidates will undergo training and must obtain necessary licenses within a designated timeframe

Job Summary

  • The role provides virtual counseling on the complete spectrum of TIAA products including pension plans, tax deferred annuities, and investment options.
  • Candidates must obtain all required licenses within 120 days from their start date to ensure compliance with regulatory standards.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 85

TIAA is seeking a Virtual Financial Consultant to provide clients with financial planning advice and counseling across a range of TIAA products and services. This role requires strong customer service skills and financial expertise, with a focus on helping clients achieve their financial goals. Successful candidates will undergo training and must obtain necessary licenses within a designated timeframe.

Salary

Base: $75,400/yr - $92,300/yr; Bonus/Equity: Participation in incentive programs linked to performance possible; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • Series 7 and Series 63 FINRA registrations
  • Life and Health Insurance License
  • Retirement planning and tax strategy knowledge
  • Client relationship management skills
  • Ability to sell mutual funds and annuities

Nice-to-have

  • Strong business development capabilities
  • Experience with institutional plan sponsors
  • Collaborative team environment mindset
  • Future-focused AI tool utilization

Key Requirements

  • 3+ years of relevant work experience required
  • University degree preferred
  • Obtain Life and Health Insurance License within 120 days
  • Secure Series 7 and Series 63 FINRA registrations
  • Resident state license for multiple issuers

Work Rights

Not specified

Tailored Resume

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