Third Party Wealth Consultant

TIAA • Frisco, TX

2d • $28 - $38

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. Key Responsibilities and Duties 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. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC 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 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 Related Skills Accountability, Analytical Skills, Business Development, Collaboration, Consultative Communication, Customer Engagement, Practice Management Strategy, Prioritizes Effectively, Relationship Management, Sales, Stakeholder Engagement, Story Telling, Strategic Thinking

Requirements

• 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
• Accountability
• Analytical Skills
• Business Development
• Collaboration
• Consultative Communication
• Customer Engagement
• Practice Management Strategy
• Prioritizes Effectively
• Relationship Management
• Sales
• Stakeholder Engagement
• Story Telling
• Strategic Thinking

Nice To Haves

• 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.

Benefits

• The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.
• That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
• Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

What This Job Offers

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