TIAA
10,000+ employees
Founded 1918
🛡️ Insurance
💸 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.
Retirement Income Consultant
🕒 April 2
🏢🏡 Dallas – Hybrid
💵 $72.8k - $90k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💼 Consultant
🦅 H1B Visa Sponsor
👻 Ghost score 35%
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TIAA
10,000+ employees
Founded 1918
🛡️ Insurance
💸 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.
📋 Description
• Works directly with clients to recommend and implement a variety of retirement income solutions • Delivers virtual financial planning meetings with clients preparing for retirement • Takes inbound calls from clients seeking advice and education on TIAA’s investment products
🎯 Requirements
• 2+ Years Required; 3+ Years Preferred • University (Degree) Preferred • FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications 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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