Virtual Financial Consultant

TIAA

Base: $75,400pyr - $93,800pyr; bonus: annual discr...
Hybrid
Series 7 and series 63 finra registrations
Life and health insurance license
Retirement planning and tax strategy knowledge
The role provides virtual counseling on pension plans, annuities, and investment options to help clients achieve their financial goals

Job Summary

  • The role provides virtual counseling on pension plans, annuities, and investment options to help clients achieve their financial goals.
  • Candidates must obtain all required licenses within 120 days of starting employment and will transition from hourly to salaried status after training.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

The role provides virtual counseling on pension plans, annuities, and investment options to help clients achieve their financial goals.

Salary

Base: $75,400/yr - $93,800/yr; Bonus: Annual discretionary incentive programs possible; Benefits: Comprehensive Total Rewards package including retirement and health offerings

Skills & Requirements

Must-have

  • Series 7 and Series 63 FINRA registrations
  • Life and Health Insurance License
  • Retirement planning and tax strategy knowledge
  • Client relationship management skills
  • Hybrid work environment with 3 days in office

Nice-to-have

  • Business development and commercial mindset
  • Strong negotiation and problem-solving abilities
  • Experience with institutional plan sponsors
  • Ability to inspire others and lead initiatives

Key Requirements

  • 3+ years financial planning experience required
  • Series 7 and Series 63 FINRA registrations
  • Life and Health Insurance License (Resident State)
  • University degree preferred
  • 5+ years experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter