Provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services.
Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
Develops and maintains strong relationship with Institutional Plan Sponsors.

University (Degree) Preferred
3+ Years Required; 5+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State)
Multiple Issuers required within 120 Days
Required: 3+ years financial services experience
Series 7 and 63 completed within 120 days of start date
Preferred: 5+ years financial services experience
Series 7 and 63 completed
Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

Financial Consultant

Key skills