Financial Consultant
$72,700–$95,500 year
HybridColumbus, Ohio, United States
Job Summary
Counsel clients on pension plans, tax-deferred annuities, and investment options to help them retain and increase assets. Educate prospects and beneficiaries on TIAA products, including mutual funds, IRAs, 529 plans, and life insurance, to facilitate new product purchases and support long-term financial goals. Execute transaction requests and maintain strong relationships with Institutional Plan Sponsors while communicating with cross-business partnerships to implement company initiatives. Obtain required FINRA registrations and life insurance licenses within 120 days of start date. This hybrid role involves regional travel to client institutions at least three days per week.
Required Qualifications
- 3+ Years Work Experience
- FINRA Registrations SRC Indicator: Series 7
- FINRA Registrations SRC Indicator: Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
- Ability to travel to client institutions at least 3 days/week
- Ability to work remotely the rest of the week
- Occasional travel up to 25% of the time outside assigned territory
Desired Qualifications
- University (Degree)
- 5+ Years Work Experience
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