About this role
Internal Advisor Consultant at TIAA. Location: Charlotte or United States. Role: Outbound calls, Relationship building, Pipeline management Requirements: 2+ years in securities sales or financial services; Series 7/63/65/66 required or equivalent; bachelor’s degree preferred. Category: Sales Seniority: Mid Level Tools: CRM, Email, Office Productivity Tools Certifications: finra series 7, finra series 63, finra series 65, finra series 66 Commitment: Full Time Workplace: Onsite Languages: English