Financial Consultant
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Tampa • Florida • United States
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Salary
💰 $75,400 - $100,000 per year
About the role
- Provides in person and virtual counseling for all participants
- Educates, recommends and facilitates new product purchases
- Interacts with retirement plan participants
- Develops and maintains strong relationship with Institutional Plan Sponsors.
Requirements
- 3+ Years Required; 5+ Years Preferred
- University (Degree) Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Benefits
- Competitive compensation package
- Comprehensive Total Rewards package
- Health, wellness, and work life offerings.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
counselingrelationship managementeducationrecommendationfacilitationinteraction
Certifications
Series 7Series 63Life Insurance LicenseHealth Insurance License