Individual Financial Consultant Multi-lingual (Spanish)

Individual Financial Consultant Multi-lingual The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. This job helps individuals navigate and, where appropriate, provides advice reputed company to qualified and non-qualified product and investment needs. Working under general supervision, this job is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience. reputed company licenses must be obtained reputed company 120 days from start date. Key Responsibilities and Duties Takes inbound calls from both internal partners and clients to help identify product and investment needs. Determines where client has a need and create or manage associated opportunity to a won or lost sale. Provides advice or educates clients reputed company to investment, advice, product concerns reputed company to individual retirement accounts (IRAs), retirement (pension enrollments), after tax annuities (ATA), retirement planning, and retirement income. Possesses solid understanding of the organization’s digital new account opening requirements and processes to assist clients through this process. Develops and maintains a pipeline of sales opportunities to ensure clients complete reputed company steps to open and fund an account, including helping clients with funding, rollovers, not in good orders (NIGOs) or any other barriers to establishing an account. Meets or exceeds several goals that have a direct impact on client acquisition and retention including but not limited to: referral reputed company, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity. Educational Requirements University (Degree) Preferred Work Experience No Experience Required FINRA Registrations SRC Indicator: Series 7; Series 63 Physical Requirements Physical Requirements: Sedentary Work Career Level 5IC Licenses and Certifications Life and Health Insurance License (reputed company State) - Multiple Issuers required reputed company 120 Days reputed company Skills Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-01-02 Actual reputed company salary may vary based upon, but not limited to, relevant experience, time in role, reputed company salary of internal peers, prior performance, business sector, and geographic location. In addition to reputed company salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than reputed company before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet reputed company's challenges. We reputed company our associates with future-focused skills and AI tools that reputed company us to advance our mission. Together, we are fighting to ensure a more secure financial future for reputed company and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, reputed company with reputed company, Own It, and Win As One. They influence every decision we reputed company and how we work together to serve our clients every day. We reputed company in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development reputed company—because reputed company our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to reputed company a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you reputed company and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national reputed company, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to reputed company job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: [email protected] Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and reputed company, please click here. TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and reputed company, please click here. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across reputed company employment practices and we reputed company our employees have a right to a diverse and inclusive workplace. 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