Individual Financial Consultant

TIAA Financial Services, Inc.

Base salary varies based on experience + location;...
Series 7 and series 63 finra registrations
Inbound call handling and client communication
Retirement planning and ira product knowledge
The role focuses on providing retirement education and advice to clients while managing qualified and non-qualified investment needs

Job Summary

  • The role focuses on providing retirement education and advice to clients while managing qualified and non-qualified investment needs.
  • Consultants are responsible for meeting specific goals related to asset growth, referral generation, and maintaining high client satisfaction scores.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

The role focuses on providing retirement education and advice to clients while managing qualified and non-qualified investment needs.

Salary

Base salary varies based on experience and location; Incentive programs linked to performance may be included; Comprehensive benefits package offered

Skills & Requirements

Must-have

  • Series 7 and Series 63 FINRA registrations
  • Inbound call handling and client communication
  • Retirement planning and IRA product knowledge
  • Asset growth and referral generation goals
  • Digital new account opening process expertise

Nice-to-have

  • Strong business acumen and commercial mindset
  • Ability to inspire others and negotiate effectively
  • Collaborative team player in-office environment
  • Client obsession and integrity-driven approach

Key Requirements

  • Series 7 license required within 120 days
  • Series 63 license required within 120 days
  • Life and Health Insurance License required within 120 days
  • University degree preferred
  • No prior experience required

Work Rights

Not specified

Tailored Resume

Cover Letter