Education Savings Consultant
TIAA
full-time
Posted on:
Location Type: Remote
Location: Kansas • United States
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Salary
💰 $71,700 - $96,600 per year
About the role
- Educate individuals about 529 Plans and grow the 529 Workplace Savings Program
- Consult with portfolio managers and financial advisors to evaluate tuition savings plans
- Analyze the tuition financing market
- Organize 529 savings plan materials and present options to clients
- Conduct research and reviews market analysis reports
- Serve as the point of contact for 529 college savings solutions
Requirements
- 2+ years of experience in a relevant field
- University (Degree) Preferred
- 3+ years sales experience Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Physical Requirements: Sedentary Work
Benefits
- Comprehensive Total Rewards package
- Competitive health, wellness and work life offerings
- Superior retirement program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
market analysistuition financing529 Planssales experience
Soft Skills
consultationorganizationpresentation
Certifications
FINRA Series 6FINRA Series 7FINRA Series 63