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Individual Financial Consultant
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$26 - $41.54 an hour
Full-time
- A consultant has their series 7, 66 and Health/Life licensing in all 50 states.
- Make referrals to appropriate partners within the organization such as Individual Advisory Center (IAC), TIAA Client Relationships (TCR), and the Bank.
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
- We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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