Hybrid Retirement Planning Advisor

TIAA; Charlotte (NC); Hybrid; USD 70,600 - 103,000; Full time

Job summary

TIAA in Charlotte, North Carolina is looking for a Financial Planner to engage with retirement plan participants and provide financial advice on various investment options. The ideal candidate will possess a university degree and have at least 3 years of financial planning experience, along with necessary licenses.

The position offers a hybrid working environment with a compensation range of $70,600 to $103,000 annually based on various factors including experience and geographic location.

Qualifications

• 3+ years of financial planning experience preferred.
• Life and Health Insurance License (Resident State) – multiple issuers required within 120 days.
• FINRA Registrations: Series 7; Series 63.

Responsibilities

• Counsels participants on pension plans and investment options.
• Educates and facilitates new product purchases.
• Interacts with retirement plan participants for customer service.
• Informs financial advice based on tax and investment strategies.
• Communicates with cross-business partnerships.
• Develops relationships with institutional plan sponsors.

Skills

Accountability

Business Acumen

Client Relationship Management

Negotiation

Problem Solving

Relationship Management

Education

University (Degree) Preferred

Job description

TIAA in Charlotte, North Carolina is looking for a Financial Planner to engage with retirement plan participants and provide financial advice on various investment options. The ideal candidate will possess a university degree and have at least 3 years of financial planning experience, along with necessary licenses.

The position offers a hybrid working environment with a compensation range of $70,600 to $103,000 annually based on various factors including experience and geographic location.