Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center
$47,008–$60,008 year
Hybrid · Frisco, Texas, United States
Job Summary
Financial Services Consultant at TIAA in Frisco, TX within the National Contact Center, responsible for establishing rapport with participants, understanding needs, and outlining suitable retirement and investment solutions using TIAA products and services. Communicates complex financial plan details clearly, executes transactions, maintains records of interactions, and refers participants to business partners to help achieve their goals. Role supports FINRA registrations (Series 6/7, Series 63) and Life/Health Insurance licensing; hybrid office presence noted. Requires strong customer service mindset, professionalism, coachability, and the ability to operate in a structured, multi-system environment.
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