Financial Consultant
Core
Provides in-person and virtual financial counseling and planning advice to help clients accomplish immediate and long-term financial goals using TIAA products.
Role type
Financial Consultant (IC)
Builds
Financial planning advice and product recommendations for retirement plan participants and institutional sponsors.
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Financial planning, Investment strategies, Retirement planning, Client relationship management, Product sales, Regulatory compliance
Preferred skills
Business development, Negotiation, Commercial mindset
Technologies
TIAA products, Mutual funds, Annuities, IRAs, 529 plans, 403b plans, Life insurance
Responsibilities
Counsel participants on pension plans and investment options; Educate and facilitate new product purchases; Execute transaction and service requests; Develop and maintain relationships with Institutional Plan Sponsors.
Seniority
Mid-level, hands-on IC