About this role
Role Overview
- Works directly with clients to recommend and implement a variety of retirement income solutions
- Delivers virtual financial planning meetings with clients preparing for retirement
- Takes inbound calls from clients seeking advice and education on TIAA’s investment products
Requirements
- 2+ Years Required; 3+ Years Preferred
- University (Degree) 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
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings