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
🕒 June 2
🏢🏡 New York City – Hybrid
⏰ 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
• Provides in person and virtual counseling for all participants on TIAA products and services • Counsels participants on their pension plans, tax deferred annuities and other investment options • Educates, recommends and facilitates new product purchases and provides authoritative information upon which important personal financial planning decisions are based • Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests
🎯 Requirements
• University (Degree) Preferred • 3+ Years Required; 5+ Years Preferred • Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
🏖️ Benefits
• Comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones • Superior retirement program • Highly competitive health, wellness and work life offerings
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