TIAA
10,000+ employees
Founded 1918
🛡️ Insurance
đź’¸ Finance
Insurance • Finance • Wealth Management
TIAA is a leading financial services company specializing in retirement planning and wealth management. The company offers a wide range of retirement products, including annuities and IRAs, designed to provide guaranteed lifetime income and secure financial futures for individuals. With over a century of experience, TIAA is one of the largest investment managers, responsible for $1. 2 trillion in assets under management. TIAA also engages in responsible investing and provides personalized financial advice to help customers optimize their investment portfolios. Their services are tailored for both individual and institutional clients, aiming to ensure a secure and confident retirement journey.
Client Relationship Consultant
Job not on LinkedIn
đź•’ April 8
🏢🏡 Charlotte – Hybrid
đź’µ $62.5k - $87.5k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
đź’Ľ Consultant
🦅 H1B Visa Sponsor
đź‘» Ghost score 35%
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TIAA
10,000+ employees
Founded 1918
🛡️ Insurance
đź’¸ Finance
Insurance • Finance • Wealth Management
TIAA is a leading financial services company specializing in retirement planning and wealth management. The company offers a wide range of retirement products, including annuities and IRAs, designed to provide guaranteed lifetime income and secure financial futures for individuals. With over a century of experience, TIAA is one of the largest investment managers, responsible for $1. 2 trillion in assets under management. TIAA also engages in responsible investing and provides personalized financial advice to help customers optimize their investment portfolios. Their services are tailored for both individual and institutional clients, aiming to ensure a secure and confident retirement journey.
đź“‹ Description
• partners with Wealth Management Advisors in delivering client service • operationally leads Wealth Management advisory teams • managing the responsibilities for a book of assigned clients • supporting the implementation of financial plan recommendations
🎯 Requirements
• 2+ Years Required; 3+ Years Preferred • FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 • Life and Health Insurance License (Resident State) • University (Degree) Preferred
🏖️ Benefits
• superior retirement program • highly competitive health • wellness and work life offerings
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