Required Skills & Experience Series 7 Series 63 or 66 Life and Health Insurance License (Resident State) 3-5 years of client-facing experience in retirement planning, financial advising, or wealth management
Job Description The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. These are in-person roles, client facing and must be comfortable hosting events at client sites.
Financial Consultant • Philadelphia, PA, United States
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