
Virtual Financial Consultant
1 semana atrás
OverviewEmployer Industry: Financial ServicesWhy consider this job opportunity:Salary up to $92,300 per yearOpportunity for career advancement and growth within the organizationComprehensive benefits package, including a superior retirement program and health and wellness offeringsSupportive work environment focused on employee well-beingExtensive training on TIAA products provided during the initial employment periodEligible for overtime pay during the initial training periodWhat to Expect (Job Responsibilities)Counsel participants on pension plans, tax-deferred annuities, and other investment options to help clients retain and increase assetsEducate clients on new product purchases and provide authoritative financial planning informationDeliver exceptional customer service while executing transaction and service requests for retirement plan participantsUtilize knowledge of tax and investment strategies to inform financial advice based on clients\' needsMaintain strong relationships with Institutional Plan Sponsors and communicate internally with cross-business partnershipsWhat is Required (Qualifications)Minimum of 3 years of experience in financial services or related fieldUniversity degree preferredRequired FINRA registrations: Series 7 and Series 63Life and Health Insurance License (Resident State) must be obtained within 120 daysStrong communication and relationship management skillsHow to Stand Out (Preferred Qualifications)5+ years of experience in financial consulting or a related fieldProven track record in client relationship management and business developmentKnowledge of retirement planning and investment strategiesAbility to inspire and motivate others in a team environmentStrong problem-solving and negotiation skills#FinancialServices #CareerOpportunity #CompetitivePay #EmployeeWellbeing #TrainingProvided"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately."We are not the EOR (Employer of Record) for this position.
Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
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