Financial Consultant

TIAA Jobs

Carmel, IN, United States
Base: $75,400 - $100,000 py; bonus: performance-li...
Hybrid
Series 7 and series 63 finra registrations
Life and health insurance license
In-person and virtual client counseling
TIAA is seeking a Financial Consultant to provide in-person and virtual financial counseling to clients, helping them achieve their financial goals through a comprehensive range of products and services. Candidates must have relevant financial services experience, including necessary licenses, and will receive training during their initial employment period

Job Summary

  • The role provides in-person and virtual counseling on the complete spectrum of TIAA products to help clients achieve financial goals.
  • Candidates must obtain all required licenses, including Series 7, Series 63, and Life/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

Match Score: 85

TIAA is seeking a Financial Consultant to provide in-person and virtual financial counseling to clients, helping them achieve their financial goals through a comprehensive range of products and services. Candidates must have relevant financial services experience, including necessary licenses, and will receive training during their initial employment period.

Salary

Base: $75,400 - $100,000 per year; Bonus: Performance-linked incentive programs available; 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 annuity product knowledge
  • Tax and investment strategy application

Nice-to-have

  • Strong relationship management skills
  • Business development capabilities
  • Cross-business partnership collaboration
  • Client-centric problem solving
  • Negotiation and communication excellence

Key Requirements

  • 3+ years of financial services experience
  • Series 7 and Series 63 FINRA registrations
  • Life and Health Insurance License (Resident State)
  • University degree preferred
  • Ability to travel up to 50%

Work Rights

Not specified

Tailored Resume

Cover Letter