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Financial Consultant
TIAA
Denver, CO
Category
Customer Service
Apply for Job
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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