TIAA

Wealth Consultant

TIAA

full-time

Posted on:

Location Type: Hybrid

Location: Frisco • Texas • United States

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Salary

💰 $28 - $38 per hour

About the role

  • servicing Third Party Advisors through inbound call center
  • support the processing of advisor agreements and transactions
  • participate in special projects or initiatives

Requirements

  • 2+ Years Required; 3+ Years Preferred
  • Series 6 or 7; Series 63 Licenses and Certifications required within 120 days of start date
  • Life and Health Insurance License required within 120 days of start date
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.

Certifications
Series 6 LicenseSeries 7 LicenseSeries 63 LicenseLife Insurance LicenseHealth Insurance License