Role OverviewThe Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.
What You Will Do
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 and provides authoritative information upon which important personal financial planning decisions are based.
Why It Might Be a Fit
3+ years of financial planning experience preferred. This is a hybrid working environment which requires a minimum of three days in the office per week.
Requirements
- University (Degree) Preferred
- 3+ Years of financial planning experience required; 5+ Years preferred
- FINRA Registrations: Series 7; Series 63
- 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
- incentive program linked to performance
- annual discretionary incentive programs
- non-annual sales incentive plans
- other non-annual incentive plans
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