Financial Consultant

TIAA

Base: $75,400pyr - $100,000pyr; bonus/equity: not ...
3+ years financial services experience
Series 7 and 63 licenses
In-person and virtual counseling
The Financial Consultant provides in-person and virtual counseling for clients on TIAA products and services

Job Summary

  • The Financial Consultant provides in-person and virtual counseling for clients on TIAA products and services.
  • This role involves educating clients on various investment options to help achieve their financial goals.
  • TIAA is committed to the well-being of associates, offering a comprehensive Total Rewards package.

Matching Summary

The Financial Consultant provides in-person and virtual counseling for clients on TIAA products and services.

Salary

Base: $75,400/yr - $100,000/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 3+ years financial services experience
  • Series 7 and 63 licenses
  • in-person and virtual counseling

Nice-to-have

  • strong relationship management skills
  • exceptional customer service
  • knowledge of tax and investment strategies

Key Requirements

  • University degree preferred
  • 5+ years financial services experience preferred
  • Life and Health Insurance License required

Work Rights

Not specified

Tailored Resume

Cover Letter