Retirement Income Consultant

TIAA

2 Locations
Base: $72,800pyr - $90,000pyr; bonus: pyrticipytio...
Not specified (assumed hybrid based on company culture).
Delivers virtual financial planning meetings
Utilizes lifetime income solutions
Manages client pipeline and schedule
TIAA is seeking a Retirement Income Consultant to work with clients on retirement income solutions, requiring relevant financial licenses within 120 days. The ideal candidate should have 2-3 years of experience in client financial planning and possess strong consultative communication skills

Job Summary

  • The role involves working directly with clients to recommend and implement retirement income solutions tailored to their specific needs.
  • TIAA is a market-leading retirement company with over 100 years of legacy focused on delivering secure futures for millions of people.
  • The position offers a competitive compensation package including base salary, potential incentive programs, and comprehensive health and wellness benefits.

Matching Summary

Match Score: 85

TIAA is seeking a Retirement Income Consultant to work with clients on retirement income solutions, requiring relevant financial licenses within 120 days. The ideal candidate should have 2-3 years of experience in client financial planning and possess strong consultative communication skills.

Salary

Base: $72,800/yr - $90,000/yr; Bonus: Participation in performance-linked incentive program possible; Benefits: Comprehensive total rewards including superior retirement program and health offerings

Skills & Requirements

Must-have

  • Delivers virtual financial planning meetings
  • Utilizes lifetime income solutions
  • Manages client pipeline and schedule

Nice-to-have

  • Consultative communication skills
  • Experience with retirement transitions
  • Strong relationship management abilities

Key Requirements

  • 2+ years work experience required
  • Series 7 and Series 63 licenses within 120 days
  • Life and Health Insurance License required
  • University degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter