Individual Financial Consultant Multi-lingual (spanish)

TIAA

Base salary varies by experience; incentive progra...
Multi-lingual spanish speaking capability
Inbound client call handling
Retirement product knowledge
The Individual Financial Consultant provides retirement education and advice to help clients navigate qualified and non-qualified investment needs

Job Summary

  • The Individual Financial Consultant provides retirement education and advice to help clients navigate qualified and non-qualified investment needs.
  • Employees must obtain all necessary licenses within 120 days from their start date to ensure compliance with industry regulations.
  • TIAA offers a comprehensive Total Rewards package including superior retirement programs and competitive health and wellness benefits.

Matching Summary

The Individual Financial Consultant provides retirement education and advice to help clients navigate qualified and non-qualified investment needs.

Salary

Base salary varies by experience; Incentive program linked to performance available; Comprehensive benefits package included

Skills & Requirements

Must-have

  • Multi-lingual Spanish speaking capability
  • Inbound client call handling
  • Retirement product knowledge
  • Sales pipeline management
  • Asset growth goals

Nice-to-have

  • Consultative communication skills
  • Client relationship management
  • Digital account opening proficiency
  • Collaborative team environment
  • AI tools utilization

Key Requirements

  • University Degree preferred
  • Series 7 and Series 63 FINRA registrations required
  • Life and Health Insurance License required within 120 days
  • No prior work experience required

Work Rights

Not specified

Tailored Resume

Cover Letter