Financial Consultant

TIAA
Denver, CO
Category Customer Service
Job Description
The Financial Consultant provides in-person and virtual counseling for participants, new entrants, prospects, beneficiaries, and their legal and financial representatives on TIAA products and services. They offer financial planning advice to help clients achieve their immediate and long-term financial goals. The role requires occasional travel out of state.

Requirements

  • 3+ years financial services experience
  • Series 7 and Series 63 completed within 120 days of start date
  • 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
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