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TIAA

Financial Consultant

TIAA

Individual Financial Consultant providing retirement education and advice to clients. Managing inbound calls and sales opportunities for financial products and investments in the United States.

Posted 6/30/2026full-timeFrisco • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Provide retirement education and advice to clients and prospects
  • Take inbound calls to identify product and investment needs
  • Manage sales opportunities until completion
  • Meet goals impacting client acquisition and retention

Requirements

What you’ll need
  • University (Degree) Preferred
  • Series 7 and 63 Licenses and Health/Life licensing required
  • Solid understanding of digital account opening requirements and processes
  • Strong client relationship management skills and business acumen

Benefits

Comp & perks
  • superior retirement program
  • highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Retirement EducationSales ManagementDigital Account OpeningClient AcquisitionClient Retention
Soft Skills
Strong CommunicationInterpersonal Skills
Certifications
University Degree PreferredSeries 7 LicenseSeries 63 LicenseHealth/Life License