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, Multi-lingual – Spanish
🕒 May 19
🏢🏡 Dallas – Hybrid
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🦅 H1B Visa Sponsor
🗣️🇪🇸 Spanish Required
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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
• Provides retirement education and advice to clients and prospects • Takes inbound calls to help identify product and investment needs • Meets or exceeds goals impacting client acquisition and retention
🎯 Requirements
• University (Degree) Preferred • No Experience Required • FINRA Registrations SRC Indicator: Series 7; Series 63 • Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
🏖️ Benefits
• superior retirement program • highly competitive health, wellness and work life offerings
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