Retirement Income Consultant

TIAA Jobs

Base: $72,800pyr - $90,000pyr; bonus/equity: not s...
Client relationship management
Virtual financial planning meetings
Retirement income solutions
The Retirement Income Consultant works directly with clients to recommend retirement income solutions

Job Summary

  • The Retirement Income Consultant works directly with clients to recommend retirement income solutions.
  • This role involves delivering virtual financial planning meetings and providing advice on investment products.
  • TIAA offers a comprehensive Total Rewards package designed to support the well-being of associates.

Matching Summary

The Retirement Income Consultant works directly with clients to recommend retirement income solutions.

Salary

Base: $72,800/yr - $90,000/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Virtual financial planning meetings
  • Retirement income solutions

Nice-to-have

  • Consultative communication skills
  • Effective schedule management
  • Collaborative team environment

Key Requirements

  • 2+ years of relevant experience
  • FINRA Series 7 and Series 63 registrations
  • Life and Health Insurance License within 120 days

Work Rights

Not specified

Tailored Resume

Cover Letter