Retirement Planning & Investment Advisor

TIAA; Charlotte (NC); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Comprehensive Total Rewards package

Competitive health and wellness benefits

Superior retirement program

Job summary

TIAA in Charlotte, NC is seeking an Individual Financial Consultant to provide retirement education and investment advice to clients. This role involves fielding inbound calls and assisting clients in navigating their retirement options, ensuring a good client experience with a strong focus on asset growth.

The ideal candidate will possess a Series 7 and 63 FINRA registration and a Life and Health Insurance License. The role welcomes individuals with no experience who are eager to help clients achieve financial well-being.

Qualifications

• Must possess Series 7 and Series 63 FINRA registrations.
• Life and Health Insurance License required within 120 days.
• No experience required.

Responsibilities

• Take inbound calls and help identify clients' investment needs.
• Provide advice on Individual Retirement Accounts and retirement planning.
• Develop and maintain a pipeline of sales opportunities.

Skills

Accountability

Business Acumen

Business Development

Client Relationship Management

Commercial Mindset

Communication

Financial Markets Impact

Inspires Others

Negotiation

Problem Solving

Relationship Management

Retirement Planning Selling

Education

University Degree Preferred

Job description

TIAA in Charlotte, NC is seeking an Individual Financial Consultant to provide retirement education and investment advice to clients. This role involves fielding inbound calls and assisting clients in navigating their retirement options, ensuring a good client experience with a strong focus on asset growth.

The ideal candidate will possess a Series 7 and 63 FINRA registration and a Life and Health Insurance License. The role welcomes individuals with no experience who are eager to help clients achieve financial well-being.