Financial Consultant: Retirement & Investment Planning

Dormont Manufacturing Co; Nouvelle-Calédonie; Híbrido; EUR 63.744 - 83.735; Jornada completa

Descripción de la vacante

TIAA is seeking a Financial Consultant to provide in-person and virtual counseling on the full spectrum of products and services. You will train during an initial period as a non-exempt hourly role with overtime eligibility, then transition to salaried exempt status with a 40-hour workweek.

Licenses must be obtained within 120 days. The role focuses on guiding participants and sponsors through retirement plans, investments and financial planning, while delivering exceptional service and

Formación

• University degree preferred.
• 3+ years financial counseling/advisory experience required; 5+ years preferred.
• Must hold Life and Health Insurance License (Resident State) with multiple issuers within 120 days.
• FINRA Series 7 and Series 63 registrations required.
• Strong knowledge of tax and investment strategies.

Responsabilidades

• Counsels participants on pension plans, tax-deferred annuities, and investments to help grow assets.
• Educates and facilitates new product purchases (mutual funds, annuities, IRAs, 529/403b, bank products, life insurance).
• Interacts with participants to provide service and process transactions.
• Uses tax and investment knowledge to tailor financial advice.
• Collaborates with cross-business teams to support clients and initiatives.
• Maintains relationships with Institutional Plan Sponsors.

Conocimientos

Financial advisory

Customer service

Communication

Cross-selling

Educación

University degree

Herramientas

FINRA Series 7/63

Descripción del empleo

TIAA is seeking a Financial Consultant to provide in-person and virtual counseling on the full spectrum of products and services. You will train during an initial period as a non-exempt hourly role with overtime eligibility, then transition to salaried exempt status with a 40-hour workweek.

Licenses must be obtained within 120 days. The role focuses on guiding participants and sponsors through retirement plans, investments and financial planning, while delivering exceptional service and