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Financial Consultant at TIAA | JobVerse
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Financial Consultant
TIAA
Website
LinkedIn
Financial Consultant
Coralville, Iowa, United States of America
Full Time
1 week ago
$75,400 - $100,000 USD
Visa Sponsor
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About this role
Role Overview
Provides in person and virtual counseling for all participants
Counsels participants on their pension plans, tax deferred annuities and other available investment options
Educates, recommends and facilitates new product purchases
Interacts with retirement plan participants to provide exceptional customer service
Utilizes knowledge of tax and investment strategies to inform financial advice
Communicates internally with cross-business partnerships
Develops and maintains strong relationship with Institutional Plan Sponsors
Requirements
University (Degree) Preferred
3+ Years Required; 5+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63
Life and Health Insurance License (Resident State)
Multiple Issuers required within 120 Days
Benefits
Health insurance
Competitive retirement program
Flexible work arrangements
Professional development opportunities
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