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 is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.
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: Comprehensive Total Rewards package including retirement, health, wellness, and work-life offerings
Skills & Requirements
Must-have
Inbound call center servicing
Advisor agreement processing
Third-party advisor support
Operational activity support
Nice-to-have
Collaborative in-office environment
Future-focused skills development
Client-obsessed culture
Problem-solving complex issues
Key Requirements
2+ Years Required financial services experience
Series 6 or 7 & Series 63 required within 120 days
Life and Health Insurance License required within 120 days