About this role
Role Overview
- Manage strategic and tactical aspects of Premier Consultant Partner Firm(s)
- Provide industry knowledge and TIAA expertise
- Identify areas of growth and maintain relationships with partners
- Develop comprehensive strategic plans for each firm
- Lead outreach efforts and provide education for consultants
- Ensure compliance with policies and regulatory requirements
- Implement disciplined practice management and follow-up on meetings
Requirements
- University (Degree) Preferred
- 5+ Years Required
- 7+ Years Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Life Insurance License (Resident State) required
- Life Insurance License (Non-Resident State for states in which associate is conducting business) required
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings