Third Party Wealth Consultant

TIAA•Frisco, TX

10d•Onsite

About The Position

Third-Party Wealth Consultant Third-Party Wealth is responsible for servicing Third Party Advisors who work with TIAA institutional and individual clients in support of the distribution of TIAA products and services. The Third-Party Wealth Consultant role is primarily responsible for providing day-to-day servicing of Third Party Advisors through our inbound call center. There may be some outbound activity as well. In addition, Third-Party Wealth Consultants will support the processing of advisor agreements, transactions, and potentially participate in special projects or initiatives.

Requirements

2+ Years Required
FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required
2+ years financial services experience
Series 6 or 7 & Series 63 required within 120 days of start date
Life/Health insurance license required within 120 days of start date

Nice To Haves

3+ Years Preferred
3 + years of experience and broad knowledge of the TIAA-CREF products and services
Participant Services Group
Bachelor’s Degree
Experience and knowledge of Third Party Advisors business models
Ability to work in high paced, multi task environment along with solid interpersonal and communication skills
Ability to work as a team, but also independently
Ability to quickly analyze, research, problem solve complex and/or critical issues
Strong decision making skills

Responsibilities

Work with the team and individually to meet inbound call activity responsibilities to help achieve service level objectives while providing end-to-end servicing to our Third-Party Wealth clients
Work closely with Third-Party Wealth Operations team to support operational activities such as on boarding advisors, bulk trading, plan level activity, and other special projects or initiatives.
Partner with Third-Party Wealth Relationship Management team to provide dedicated support to key relationships and identify referral and sales leads to broaden the distribution of TIAA products and services.
Work with the team and individually to meet workflow service level objectives by processing advisor related forms and agreements.