Financial Consultant

TIAA•Philadelphia, PA

11d•Hybrid

About The Position

The Financial Consultant is responsible for providing in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services. Working under general supervision, this role covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. All licenses must be obtained within 120 days from start date.

Requirements

3+ Years Required
FINRA Registrations SRC Indicator: Series 7; Series 63
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Sedentary Work
Accountability
Business Acumen
Business Development
Client Relationship Management
Commercial Mindset
Communication
Financial Markets Impact
Inspires Others
Negotiation
Problem Solving
Relationship Management
Retirement Planning Selling

Nice To Haves

University (Degree) Preferred
5+ Years Preferred

Responsibilities

Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
Educates, recommends and facilitates new product purchases (including retail mutual finds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
Communicates internally with cross-business partnerships to develop and implement the organization's products and services to support clients and company initiatives.
Develops and maintains strong relationship with Institutional Plan Sponsors.