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Associate Financial Consultant (AFC National Plan Event Team) @ Tiaa

Dallas or FriscoOnsiteFull Time
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About this role

Associate Financial Consultant (AFC National Plan Event Team) at Tiaa. Location: Dallas or Frisco. Role: answering questions, educating participants, executing transactions Requirements: 2+ years experience, FINRA Series 7 and Series 63 registrations, life and health insurance license in resident state within 120 days, university degree preferred, strong communication and financial planning skills. Category: Finance and Accounting Seniority: Entry Level Certifications: series 7, series 63, life and health insurance Commitment: Full Time Workplace: Hybrid Languages: English

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