Financial Consultant Financial Consultant …

TIAA-CREF
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Competitive
TIAA-CREF
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Financial Consultant
All companies + Hiring difference makers. ☰ Financial Services Consultant - Registered Dallas New 💼 TIAA 📅 1 day ago Post Date Apply for Job Share this Job

COMPANY OVERVIEW:

As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.

When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.

To be difference makers.

For more information about TIAA, .

POSITION SUMMARY:

TIAA is committed to making financial well-being possible for its clients and equally committed to the well-being of its employees. Client Services & Technology (CS&T) develops and delivers the service experience for our clients, acting as the service delivery hub. The National Contact Center (NCC) is the engagement center within CS&T.

Our Financial Services Consultants exemplify our corporate values.  As salaried licensed professionals our consultants are empowered to deliver excellence in customer service and help achieve financial results. They believe in putting our participants first in every interaction and through continuous improvement processes. Consultants operate as one team through interdepartmental collaboration and act with the highest degree of integrity in both client and employee interactions.

  • Professionals who do not have required licenses will be enrolled in programs to obtain the appropriate registrations/licenses, which could result in joining TIAA 1-8 weeks early.  Well pay you while we help you study and prepare to pass the exam(s)!

KEY RESPONSIBILITIES AND DUTIES:

The NCC is a team of Financial Services Consultants who deliver excellence in a challenging yet extremely rewarding environment. Youre empowered to help clients pursue their financial goals and using your high energy, engagement, positivity, and professionalism you are responsible for:

  • Being passionate about helping our clients and their financial well-being up to and through retirement
  • Providing exceptional client service and executing transactions and service requests
  • Leveraging multiple resources to educate clients through intuitive conversations
  • Providing financial guidance to our clients to help retain and increase assets and refer to business partners when appropriate
  • Collaborating across the organization to drive process improvements

Start your career in one of our NCC locations in Charlotte, Dallas, or Denver and engage our clients through phone calls and emails executing requests while providing financial guidance.

REQUIRED QUALIFICATIONS:

Series 6 or 7 Registration

Series 63 Registration or can be obtained within 120 days

State Life& Health Insurance or can be obtained within 120 days

PREFERRED QUALIFICATIONS:

Certificate of completion for FINRA Securities Industry Essentials (SIE) exam

Bachelors degree or some college with professional designations

Financial Services experience

Three or more years of customer contact experience

Sales experience is a plus

Bilingual in Spanish is a plus

Must be able to successfully complete employment screening, including a Credit Report background check


Equal Employment Opportunity is not just the law, its our commitment. Read more about the . If you need assistance applying due to being visually or hearing impaired, please email , or call We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Additional Information
  • Requisition ID: 1729932
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EARLY TALENT

Start your career with us

Help us deliver on our unique mission to serve those who serve others. We'll put your talents and skills to work immediately - no waiting.

WHY TIAA

We are TIAA. Created to serve. Built to perform. DIVERSITY

We're proud of our diverse backgrounds and perspectives.

CAREER AREAS

Explore our career areas to see where you might fit best.

LOCATIONS

We have opportunities available across the United States and in India.

OUR BENEFITS

The overall health of our employees is important to us.

MAKE A DIFFERENCE

Meet some incredible people making a difference

To mark our 100th year, we're honoring Difference Makers by donating $1 million to the organizations they support. Thousands were nominated, and we want to share their inspiring stories with you.

2019 and prior years, Teachers Insurance and Annuity Association of America - College Retirement Equities Fund, New York, NY 10017

TIAA is an Equal Employment Opportunity/Affirmative Action employer committed to fostering workforce diversity and inclusion.

Advisory services provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.

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