Virtual Financial Consultant

TIAA Jobs

Base: $75,400pyr - $93,800pyr; bonus/equity: not s...
Hybrid
3+ years of financial planning experience
Knowledge of tax and investment strategies
Ability to educate and recommend financial products
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 involves educating clients on investment options to help them achieve their financial goals.
  • TIAA is committed to the well-being of its 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 educate and recommend financial products

Nice-to-have

  • strong relationship management skills
  • exceptional customer service
  • collaborative team environment

Key Requirements

  • 5+ years of experience preferred
  • FINRA Registrations: Series 7, Series 63
  • Life and Health Insurance License required

Work Rights

Not specified

Tailored Resume

Cover Letter