Financial Consultant
Ithaca, NYJobSeen 1 day agoSeen in employer's feed 1 day ago
Most applications go out cold — see where you stand first. No sign-up to start.
Watch jobs like this. New roles like this one near Ithaca, NY, by email.
Don't just apply. Show up ready.
Olive works from this exact posting.
At a glance
Olive lists jobs from US employers, including remote roles you can work from the United States.
Job overview
The Financial Consultant provides in‑person and virtual counseling for participants, prospects, beneficiaries and their representatives on the full spectrum of TIAA products and services, offering financial planning advice via phone, video chat and client‑site events to help achieve short‑ and long‑term goals.
Skills & qualifications
Skills
Qualifications
Full job description
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.
Skills and Requirements
- 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
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].
You've read the whole posting — now see how you match it.