Financial Consultant

TIAA Jobs

Base: $75,400pyr - $100,000pyr; bonus/equity: not ...
3+ years financial services experience
Ability to counsel on pension plans
Knowledge of tax and investment strategies
The Financial Consultant provides in-person and virtual counseling on TIAA products and services

Job Summary

  • The Financial Consultant provides in-person and virtual counseling on TIAA products and services.
  • You will receive training on TIAA's products during the initial employment period.
  • The organization is committed to the well-being of its associates and offers a comprehensive Total Rewards package.

Matching Summary

The Financial Consultant provides in-person and virtual counseling on TIAA products and services.

Salary

Base: $75,400/yr - $100,000/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 3+ years financial services experience
  • Ability to counsel on pension plans
  • Knowledge of tax and investment strategies

Nice-to-have

  • Strong relationship management skills
  • Exceptional customer service
  • Ability to inspire others

Key Requirements

  • Series 7 and 63 licenses required within 120 days
  • 5+ years financial services experience preferred
  • University degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter