Financial Consultant - TIAA (Hawaii)
Financial Consultant (T)
The Financial Consultant is a trainee position that provides counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. As a part of TIAA's Investment Advisory Center, this job covers institutions aligned to regional structures and offers financial planning advice via phone and video chat to help clients accomplish their immediate and long-term financial goals.
Key Responsibilities and Duties
+ 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 TIAA products and services to support clients and company initiatives.
+ Develops and maintains strong relationship with Institutional Plan Sponsors.
Educational Requirements
+ University (Degree) Preferred
Work Experience
+ 3 Years Required; 5 Years Preferred
FINRA Registrations
+ SRC Indicator: Series 7; Series 63
Physical Requirements
+ Physical Requirements: Sedentary Work
Career Level
7IC
QUALIFICATIONS:
Required** **:
+ 3+ years of client service or financial sales experience
+ FINRA Series 7 and 63 required at time application
Preferred** **:
+ Bachelor's degree
+ 5+ years of client service or financial sales experience
+ State Insurance Licensing (required within 120 days of start date)
+ Professional designation strongly desired: CLU, ChFC, etc.
+ Expert knowledge of financial planning concepts; including a broad knowledge of TIAA products
+ Must be highly organized and capable of proficiently handling multiple tasks in a fast-paced environment
+ Excellent communication and sales skills, including experience presenting to large audiences
+ Agility in determining and managing priorities
+ Key traits: integrity, understanding, team player, results-driven, personal excellence, embodies an entrepreneurial and innovative spirit
Potential Salary: $39.66 USD
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
Benefits and Total Rewards
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. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
**Equal** Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices
For residents of California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) to access the TIAA CA Applicant Privacy Notice.
For residents of the EU / UK, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) to access the EU / UK Pre-employment Notice.
For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
* This article was originally published here
