TIAA
10,000+ employees
Founded 1918
💸 Finance
Finance • Wealth Management • Retirement Planning
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.
Financial Consultant
🕒 January 7
🏢🏡 Dallas – Hybrid
💵 $75.4k - $92.3k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🦅 H1B Visa Sponsor
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TIAA
10,000+ employees
Founded 1918
💸 Finance
Finance • Wealth Management • Retirement Planning
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.
📋 Description
• Provide virtual counseling for clients on financial products • Develop and maintain client relationships • Educate clients on investment options and strategies • Collaborate with cross-business teams
🎯 Requirements
• 3+ years of experience • University degree preferred • FINRA Registrations • Life and Health Insurance License (within 120 days) • Strong client relationship management skills • Knowledge of financial markets and retirement plans
🏖️ Benefits
• Health insurance • Retirement program • Wellness programs • Professional development opportunities • Paid time off
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