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Financial Consultant
TIAA-CREF
Boston, MA, United States
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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, visit our website.
POSITION SUMMARY:
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KEY RESPONSIBILITIES AND DUTIES:
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QUALIFICATIONS:
Required:
• Bachelor’s degree required
• 3-6 years of client service or financial sales experience required
• Travel required. Valid U.S. Driver’s License required
• FINRA Series 7 and 63 required at time application
Preferred:
• State Insurance Licensing
• Professional designation strongly desired: CLU, ChFC, etc.
• Expert knowledge of financial planning concepts; including a broad knowledge of TIAA products
• Must be highly organized and capable of proficiently handling multiple tasks in a fast-paced environment
• Excellent communication and sales skills, including experience presenting to large audiences
• Agility in determining and managing priorities
• Key traits: integrity, understanding, team player, results-driven, personal excellence, embodies an entrepreneurial and innovative spirit