Retirement Income Consultant - Multilingual

TIAA

Base: $71,500.00 - $91,500.00; bonus/equity: pyrti...
Multilingual communication skills
Virtual financial planning meetings
Lifetime income solution recommendations
The role involves delivering virtual financial planning meetings to clients preparing for retirement and seeking assistance on taking income from their investment portfolios

Job Summary

  • The role involves delivering virtual financial planning meetings to clients preparing for retirement and seeking assistance on taking income from their investment portfolios.
  • TIAA is a market-leading retirement company with over 100 years of legacy dedicated to helping educators and Americans secure their financial future.
  • The position offers a competitive compensation package including base salary, potential incentive programs, and a comprehensive total rewards benefits suite.

Matching Summary

The role involves delivering virtual financial planning meetings to clients preparing for retirement and seeking assistance on taking income from their investment portfolios.

Salary

Base: $71,500.00 - $91,500.00; Bonus/Equity: Participation in performance-linked incentive program possible; Benefits: Comprehensive total rewards including superior retirement program and health offerings

Skills & Requirements

Must-have

  • Multilingual communication skills
  • Virtual financial planning meetings
  • Lifetime income solution recommendations
  • Client relationship management
  • Pipeline and schedule management

Nice-to-have

  • Consultative communication style
  • AI tools proficiency
  • Collaborative team environment
  • Entrepreneurial spirit
  • Future-focused skills

Key Requirements

  • University Degree required
  • 2+ years work experience required
  • Series 7 and Series 63 FINRA registrations
  • Life and Health Insurance License (Resident State)
  • Multiple language capabilities

Work Rights

Not specified

Tailored Resume

Cover Letter