TIAA · 22 hours ago
Financial Consultant
Melville, NY
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $100K/yr
3+ years expTIAA is a market-leading retirement company focused on delivering secure retirement solutions for millions. The Financial Consultant provides counseling and financial planning advice to clients through various channels, helping them achieve their financial goals while maintaining strong relationships with Institutional Plan Sponsors.
FinanceFinancial ServicesLife Insurance
Responsibilities
Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets
Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based
Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests
Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives
Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives
Develops and maintains strong relationship with Institutional Plan Sponsors
Qualification
Required
3+ Years Required
SRC Indicator: Series 7; Series 63
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Preferred
University (Degree) Preferred
5+ Years Preferred
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
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