Individual Financial Consultant Multi-lingual (spanish)

TIAA

Multi-lingual in spanish
Client financial planning
Consultative communication skills
The Individual Financial Consultant provides retirement education and advice to clients

Job Summary

  • The Individual Financial Consultant provides retirement education and advice to clients.
  • This role is crucial for helping individuals navigate their investment needs.
  • TIAA is committed to the well-being of its associates and offers a comprehensive benefits package.

Matching Summary

The Individual Financial Consultant provides retirement education and advice to clients.

Skills & Requirements

Must-have

  • multi-lingual in Spanish
  • client financial planning
  • consultative communication skills

Nice-to-have

  • strong client relationship management
  • knowledge of retirement planning
  • ability to educate clients

Key Requirements

  • Life and Health Insurance License required
  • obtain licenses within 120 days
  • university degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter