Financial Consultant
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Lexington • Kentucky • United States
Visit company websiteExplore more
Salary
💰 $75,400 - $100,000 per year
About the role
- Provides in person and virtual counseling for all participants
- Counsels participants on their pension plans, tax deferred annuities and other available investment options
- Educates, recommends and facilitates new product purchases
Requirements
- 3+ years financial services experience
- Series 7 and 63 completed within 120 days of start date
- University (Degree) Preferred
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial servicescounselinginvestment optionspension planstax deferred annuities
Soft Skills
communicationeducationrecommendationfacilitation
Certifications
Series 7Series 63Life Insurance LicenseHealth Insurance License