Financial Consultant
Financial Consultant - New York
For nearly 90 years, TIAA-CREF has been helping those in the academic, medical, cultural and research fields plan for and live in retirement. We do this with a full array of financial products and services to help them live to and through retirement and invest for life's other goals along the way. In keeping with our strong nonprofit heritage, we offer low fees, a long-term approach to investing, and a full line of financial products and services provided by financial consultants who never receive commissions. The Consultant, Field Consulting Group position is a professional level position with multi-pronged career path options after at least 18 months in role. Provide a broad range of financial consulting/planning services to our individual customers/participants at existing mega and large institutions ensuring asset retention and growth. Accountable for making TIAA-CREF the primary relationship (first call) for customers in need of distinctive advice, products and services related to achieving their long-term financial goals. Sale and delivery of all products and services including retail mutual funds, annuities, IRAs, 529 and 403b plans, life insurance and others. Counsel participants on their pension plans, tax deferred annuities and available investment options, recommend and facilitate new purchases and provide authoritative information upon which important personal financial planning decisions are based. Strong emphasis on services, sales, customers, and retention objectives.