Education Savings Consultant Multi-Lingual

TIAA • Milwaukee, WI

5d • Onsite

About The Position

The Education Savings Consultant Multi-Lingual raises awareness and provides education about the 529 College Savings Plans managed by TIAA. Working under moderate supervision as a 529-plan specialist, the consultant educates prospects, existing consumers, employers, financial advisors, and other key influencers about plan features and benefits, and identifies opportunities to reach new audiences.

The role delivers investment services and products that support the college savings process for clients from linguistically diverse backgrounds. It uses multilingual skills and serves as a primary contact for multilingual clients seeking assistance with college savings. The position requires a university degree as preferred education and two or more years of required work experience, with three or more years preferred. Series 6 or 7 and Series 63 registrations are listed.

Requirements

• University degree preferred.
• At least 2 years of work experience required.
• FINRA registration: Series 6 or 7 and Series 63.
• Multilingual skills to serve clients from linguistically diverse backgrounds.

Nice To Haves

• At least 3 years of work experience preferred.

Responsibilities

• Educate individuals about 529 Plans and grow the 529 Workplace Savings Program by cultivating new relationships and maintaining existing relationships.
• Consult with portfolio managers and financial advisors and develop frameworks for evaluating tuition savings plans, such as 529 plans.
• Analyze the tuition financing market and use benchmarks to educate prospects about college savings options.
• Gather data on college tuition costs and identify variables that may affect college savings goals.
• Organize 529 savings plan materials and present education-savings options to clients.
• Conduct research and review market analysis reports.
• Review marketing assets to ensure translations are accurate.
• Serve as the point of contact for 529 college savings solutions and multilingual clients.

Benefits

• Superior retirement program.
• Competitive health, wellness, and work-life offerings.
• Comprehensive Total Rewards package supporting physical, emotional, and financial well-being.
• Compensation may include participation in an incentive program linked to performance, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level