Virtual Financial Consulting Director

TIAA

Base: $130,000pyr - $175,000pyr; bonus: pyrticipyt...
Fully remote
5 years institutional retirement experience
Series 7 series 63 series 24 finra registrations
Managing professional level financial consultants
TIAA is seeking a Virtual Financial Consulting Director to oversee Financial Consultants and provide strategic financial planning advice to clients via virtual interactions. The ideal candidate will possess significant experience in institutional retirement, people management, and excellent communication skills

Job Summary

  • This role supervises professional Financial Consultants responsible for answering questions on the complete spectrum of the organization's products and services.
  • The position requires educating clients on new product purchases including retail mutual funds, annuities, IRAs, and 529 plans while ensuring adherence to tax and investment strategies.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health, wellness, and work-life offerings.

Matching Summary

Match Score: 85

TIAA is seeking a Virtual Financial Consulting Director to oversee Financial Consultants and provide strategic financial planning advice to clients via virtual interactions. The ideal candidate will possess significant experience in institutional retirement, people management, and excellent communication skills.

Salary

Base: $130,000/yr - $175,000/yr; Bonus: Participation in performance-linked incentive programs; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • 5 years institutional retirement experience
  • Series 7 Series 63 Series 24 FINRA registrations
  • Managing professional level financial consultants
  • Developing strategies for pension plans and annuities

Nice-to-have

  • Prior people management experience strongly preferred
  • Significant leadership experience in Sales
  • Strong relationship management skills with sponsors
  • Ability to coach and develop a team

Key Requirements

  • University Degree required
  • 5+ years institutional retirement experience required
  • FINRA Series 7, 63, and 24 registrations required
  • Prior people management experience preferred

Work Rights

Not specified

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