About this role
Role Overview
- Provides in person and virtual counseling for all participants on TIAA products
- Counsels participants on their pension plans, tax deferred annuities and other investment options
- Develops and maintains strong relationship with Institutional Plan Sponsors
Requirements
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- Series 7 and 63 completed within 120 days of start date
- Life and Health Insurance License (Resident State)
- Multiple Issuers required within 120 Days
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings