Third Party Wealth Consultant

TIAA Jobs

Base: $28.22ph - $37.98ph; bonus/equity: pyrticipy...
Inbound call center support
End-to-end servicing
Advisor onboarding support
The Third-Party Wealth Consultant role is primarily responsible for providing day-to-day servicing of Third Party Advisors through our inbound call center

Job Summary

  • The Third-Party Wealth Consultant role is primarily responsible for providing day-to-day servicing of Third Party Advisors through our inbound call center.
  • In addition, Third-Party Wealth Consultants will support the processing of advisor agreements, transactions, and potentially participate in special projects or initiatives.
  • TIAA offers a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.

Matching Summary

The Third-Party Wealth Consultant role is primarily responsible for providing day-to-day servicing of Third Party Advisors through our inbound call center.

Salary

Base: $28.22/hr - $37.98/hr; Bonus/Equity: participation in an incentive program linked to performance; Benefits: superior retirement program and highly competitive health, wellness and work life offerings

Skills & Requirements

Must-have

  • Inbound call center support
  • End-to-end servicing
  • Advisor onboarding support
  • Processing advisor forms

Nice-to-have

  • Collaborative in-office environment
  • Future-focused skills development
  • Client-obsessed culture
  • Strong decision making skills

Key Requirements

  • 2+ Years Required; 3+ Years Preferred
  • Series 6 or 7; Series 63
  • Life and Health Insurance License
  • University (Degree) Preferred

Work Rights

Not specified

Tailored Resume

Cover Letter