Financial Consultant

TIAA

Carmel, IN, USA
Base: $75,400pyr - $100,000pyr; bonus: pyrticipyti...
Hybrid (in-person and virtual counseling)
Series 7 and series 63 licenses
Life and health insurance license
In-person and virtual client counseling
TIAA is seeking a Financial Consultant to provide both in-person and virtual counseling on its financial products and services, aimed at helping clients achieve their financial goals. The position requires obtaining specific licenses within a set timeframe and offers a comprehensive benefits package along with opportunities for professional growth

Job Summary

  • The role involves providing in-person and virtual financial counseling to help clients achieve immediate and long-term financial goals.
  • Candidates must obtain all required FINRA registrations and insurance licenses within 120 days of the start date.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health benefits.

Matching Summary

Match Score: 85

TIAA is seeking a Financial Consultant to provide both in-person and virtual counseling on its financial products and services, aimed at helping clients achieve their financial goals. The position requires obtaining specific licenses within a set timeframe and offers a comprehensive benefits package along with opportunities for professional growth.

Salary

Base: $75,400/yr - $100,000/yr; Bonus: Participation in performance-linked incentive programs possible; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • Series 7 and Series 63 licenses
  • Life and Health Insurance License
  • In-person and virtual client counseling
  • Retirement plan participant education
  • Tax and investment strategy knowledge

Nice-to-have

  • Strong relationship management skills
  • Business development experience
  • Client-centric communication style
  • Cross-business partnership collaboration

Key Requirements

  • 3+ years financial services experience
  • Series 7 license completion within 120 days
  • Series 63 license completion within 120 days
  • Resident Life and Health Insurance License
  • University degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter