Education Savings Consultant

tiaa.jobs

Base: $71,700pyr - $96,600pyr; bonus/equity: possi...
Onsite
529 college savings plans expertise
Client relationship management
Financial market analysis
The Education Savings Consultant plays an important role in proactively raising awareness and providing education about the 529 College Savings Plans we manage

Job Summary

  • The Education Savings Consultant plays an important role in proactively raising awareness and providing education about the 529 College Savings Plans we manage.
  • The role involves delivering a variety of investment services and products that facilitate the college savings process while working closely with the investment team.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health, wellness, and work-life benefits.

Matching Summary

The Education Savings Consultant plays an important role in proactively raising awareness and providing education about the 529 College Savings Plans we manage.

Salary

Base: $71,700/yr - $96,600/yr; Bonus/Equity: Possible incentive programs linked to performance; Benefits: Comprehensive Total Rewards package including retirement and health benefits

Skills & Requirements

Must-have

  • 529 College Savings Plans expertise
  • Client relationship management
  • Financial market analysis
  • In-person and virtual education delivery
  • Travel up to 25%
  • Collaboration with investment team

Nice-to-have

  • Sales experience
  • Innovation and problem solving
  • Conflict management skills
  • Business acumen
  • Communication and negotiation
  • Inspires others

Key Requirements

  • University degree preferred
  • 2+ years work experience required
  • 3+ years sales experience preferred
  • FINRA Series 6 or 7 and Series 63 registrations
  • Sedentary work physical requirement
  • Travel approximately 25%

Work Rights

Not specified

Tailored Resume

Cover Letter