Financial Consultant

The Financial Consultant 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. This job covers institutions aligned to regional structures and offers financial planning advice via in-person, phone, and video chat to help clients accomplish their immediate and long-term financial goals.

Requirements

• 3+ years financial services experience
• Series 7 and 63 completed within 120 days of start date
• 5+ years financial services experience
• Series 7 and 63 completed

Benefits

• Superior retirement program
• Comprehensive health, wellness, and work-life offerings