Virtual Financial Advisor - Retirement Planning Specialist

Nuveen; Frisco (TX); A distancia; USD 63.000 - 92.000; Jornada completa

Descripción de la vacante

TIAA seeks an Associate Financial Consultant to deliver virtual financial planning and advisory services to participants, entrants, and sponsors. The role evolves from hourly training pay to a salaried exempt position, requiring 120 days to obtain licenses and licensing in 120 days.

The position involves advising on pensions, retirement plans, and investments via phone/video, with a focus on client service and cross‑team collaboration to grow assets.

Formación

• University degree or equivalent required.
• 2+ years of related work experience; 3+ preferred.
• FINRA registrations Series 7 and 63 required or in process.
• Life and Health Insurance License required within 120 days.

Responsabilidades

• Answer participant questions on pension plans and investments to help grow assets.
• Educate on products (mutual funds, annuities, IRAs, 529/403b, life insurance).
• Provide exceptional service and process transactions and requests.
• Use tax and investment knowledge to inform personal financial planning.
• Collaborate with internal teams to support clients and initiatives.
• Develop and maintain relationships with Institutional Plan Sponsors.

Conocimientos

Accountability

Business Acumen

Business Development

Client Relationships

Commercial Mindset

Communication

Financial Markets

Inspires Others

Negotiation

Problem Solving

Relationship Management

Retirement Planning

Educación

University

Descripción del empleo

TIAA seeks an Associate Financial Consultant to deliver virtual financial planning and advisory services to participants, entrants, and sponsors. The role evolves from hourly training pay to a salaried exempt position, requiring 120 days to obtain licenses and licensing in 120 days.

The position involves advising on pensions, retirement plans, and investments via phone/video, with a focus on client service and cross‑team collaboration to grow assets.