Sr. Financial Consultant, AIS - Denver, CO
Location:
Denver , Colorado
Posted:
October 17, 2017
Reference:
1710429
Job Description

COMPANY OVERVIEW:

 

Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.

 

By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.

 

For more information about TIAA, visit our website.

 

POSITION SUMMARY:

 

Senior Financial Consultant, Advice & Investment Services will work directly with TIAAs core clients and prospects to deliver phone-based personalized investment solutions to help them work toward their long-term financial goals.  These individuals have the opportunity to provide guidance or offer assistance across a broad range of TIAAs product lines. (Pension, Brokerage, IRA, etc.)

 

KEY RESPONSIBILITIES AND DUTIES:
 

This role includes both Inbound and Outbound client management to facilitate financial planning, investments, and asset consolidation. The ideal candidate can expect to participate in the following activities:

 
  • Engaging clients in exploratory conversations to gain an understanding of their financial position and uncover opportunities to deepen their relationship with TIAA
  • Assisting clients with account opening, rollovers, and asset allocation
  • Coordinating with appropriate business partners to provide a world-class experience to our customers
  • Resolving issues for clients; demonstrate strategic thinking when pursuing problem resolution and retention  
  • Follow practical application of all compliance, regulatory, and company policies and guidelines
  • Acceptance of the position requires an 18 month commitment prior to posting for other roles within the organization.

 



QUALIFICATIONS:


  • Bachelor’s degree or the equivalent combination of education and experience
  • Solid understanding of financial services products, including retirement, mutual fund, brokerage, and life insurance products.
  • Operates well in a fast-paced environment:  self-starter, ability to execute without significant oversight, and ability to juggle multiple priorities. 
Required Licenses/Certifications:
 

FINRA registrations (or ability to obtain within 120 days). Must comply with all regulatory requirements and remain in good standing with regulatory agencies:

  • Series 7 & 66
  • State Life/Health/Variable Annuity Insurance licensing



Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.


If you need assistance applying due to being visually or hearing impaired, please email Careers Help.


This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).


*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


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