Individual Financial Consultant

TIAA Jobs

Retirement education and advice
Client relationship management
Sales responsibilities
The Individual Financial Consultant provides retirement education and advice to clients and prospects

Job Summary

  • The Individual Financial Consultant provides retirement education and advice to clients and prospects.
  • The role is responsible for asset growth and ensuring a good client experience.
  • TIAA is committed to the well-being of associates and offers a comprehensive Total Rewards package.

Matching Summary

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

Skills & Requirements

Must-have

  • Retirement education and advice
  • Client relationship management
  • Sales responsibilities
  • Series 7 and 63 licenses

Nice-to-have

  • Problem solving skills
  • Strong communication abilities
  • Client-focused mindset

Key Requirements

  • University degree preferred
  • Life and Health Insurance License within 120 days
  • No experience required

Work Rights

Not specified

Tailored Resume

Cover Letter