Financial Consultant

TIAA

Base: $75,400 - $100,000 py; bonus: performance-li...
Series 7 and series 63 finra registrations
Life and health insurance license
In-person and virtual client counseling
The role involves providing in-person and virtual financial counseling to help clients accomplish immediate and long-term financial goals

Job Summary

  • The role involves providing in-person and virtual financial counseling to help clients accomplish immediate and long-term financial goals.
  • Candidates must obtain all necessary licenses, including Series 7, Series 63, and Life/Health Insurance, within 120 days of starting employment.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

The role involves providing in-person and virtual financial counseling to help clients accomplish immediate and long-term financial goals.

Salary

Base: $75,400 - $100,000 per year; Bonus: Performance-linked incentive programs available; Benefits: Comprehensive total rewards including retirement and health offerings

Skills & Requirements

Must-have

  • Series 7 and Series 63 FINRA registrations
  • Life and Health Insurance License
  • In-person and virtual client counseling
  • Retirement plan product knowledge
  • Tax and investment strategy application

Nice-to-have

  • Strong relationship management skills
  • Business development capabilities
  • Collaborative team environment experience
  • Client-focused service mindset
  • Cross-business partnership communication

Key Requirements

  • 3+ years financial services experience required
  • 5+ years preferred
  • Series 7 and 63 completed within 120 days
  • Life and Health Insurance License required
  • University degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter