TIAA

Financial Consulting Director

TIAA

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • North Carolina • Texas • United States

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Salary

💰 $130,000 - $175,000 per year

Job Level

Lead

About the role

  • Supervise Virtual Financial Consultants on participant inquiries
  • Educate clients on financial products
  • Maintain relationships with Institutional Plan Sponsors
  • Develop strategies for financial planning advice

Requirements

  • 5 years of institutional retirement experience
  • 7+ years of institutional retirement experience preferred
  • Series 7, Series 63, and Series 24 certifications
  • Significant leadership experience in Sales
  • Demonstrated ability to coach and develop a team
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Professional development opportunities
  • Flexible working arrangements
  • Wellness programs
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
leadershipcoachingteam developmentrelationship managementclient educationstrategic planning
Certifications
Series 7Series 63Series 24