Financial Consultant

TIAA

Baltimore, MD, United States
Base: $75,400pyr - $100,000pyr; bonus: annual disc...
Series 7 and series 63 finra registrations
Life and health insurance license
In-person and virtual client counseling
The role involves providing in-person and virtual financial counseling to help clients achieve immediate and long-term financial goals

Job Summary

  • The role involves providing in-person and virtual financial counseling to help clients achieve immediate and long-term financial goals.
  • Candidates must obtain all required licenses, including Series 7, Series 63, and Life and Health Insurance, within 120 days of starting employment.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

The role involves providing in-person and virtual financial counseling to help clients achieve immediate and long-term financial goals.

Salary

Base: $75,400/yr - $100,000/yr; Bonus: Annual discretionary incentive programs or sales incentive plans 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
  • In-person and virtual client counseling
  • Retirement plan and tax strategy knowledge
  • 5+ years of relevant work experience

Nice-to-have

  • Strong relationship management skills
  • Business development capabilities
  • Cross-business partnership collaboration
  • Client-focused service mindset
  • Negotiation and problem-solving abilities

Key Requirements

  • University degree preferred
  • 5+ years required work experience
  • Series 7 and Series 63 FINRA registrations
  • Life and Health Insurance License (Resident State)
  • Obtain licenses within 120 days

Work Rights

Not specified

Tailored Resume

Cover Letter