TIAA
Virtual Financial Consultant
This job is now closed
Job Description
- Req#: R250800414
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $92,300 per year
- Competitive compensation package including performance-linked incentives
- Comprehensive benefits package focused on financial, physical, and emotional well-being
- Opportunity for career advancement and growth within a mission-driven organization
- Collaborative work environment that encourages innovation and teamwork
- Training on financial products provided to ensure employee success
What to Expect (Job Responsibilities):
- Provide virtual counseling on pension plans, tax-deferred annuities, and investment options to help clients achieve financial goals
- Educate clients on new product purchases and facilitate transactions based on their financial needs
- Deliver exceptional customer service and execute service requests for retirement plan participants
- Utilize knowledge of tax and investment strategies to offer informed financial advice
- Develop and maintain strong relationships with Institutional Plan Sponsors
What is Required (Qualifications):
- Minimum of 3 years of relevant work experience; 5 years preferred
- University degree preferred
- Required FINRA registrations: Series 7 and Series 63
- Life and Health Insurance License (Resident State) must be obtained within 120 days
- Strong communication and client relationship management skills
How to Stand Out (Preferred Qualifications):
- Experience in financial planning or investment advisory services
- Proven track record in client relationship management and business development
- Familiarity with retirement planning and investment products
- Strong problem-solving and negotiation skills
- Ability to inspire others and foster a collaborative work environment
#FinancialServices #CareerOpportunity #CompetitivePay #ClientFocused #FinancialPlanning
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmenta...
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