Virtual Financial Consultant

TIAA

Base: $75,400pyr - $93,800pyr; bonus/equity: not s...
Hybrid
3+ years of financial planning experience
Knowledge of tax and investment strategies
Ability to counsel on pension plans
The Virtual Financial Consultant provides virtual counseling on TIAA products and services

Job Summary

  • The Virtual Financial Consultant provides virtual counseling on TIAA products and services.
  • This role offers financial planning advice to help clients achieve their financial goals.
  • TIAA is committed to the well-being of associates and offers a comprehensive Total Rewards package.

Matching Summary

The Virtual Financial Consultant provides virtual counseling on TIAA products and services.

Salary

Base: $75,400/yr - $93,800/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 3+ years of financial planning experience
  • knowledge of tax and investment strategies
  • ability to counsel on pension plans

Nice-to-have

  • strong relationship management skills
  • excellent communication abilities
  • client-focused mindset

Key Requirements

  • FINRA Series 7 and Series 63 licenses
  • Life and Health Insurance License within 120 days
  • 5+ years of experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter