About this role
Financial Consultant at Tiaa. Location: New York City, New York, United States. Role: counseling participants, recommending products, executing transactions Requirements: 3+ years experience; Series 7 and Series 63 registrations; resident state life & health insurance license within 120 days; university degree preferred; ability to provide in-person and virtual financial planning and client counseling. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 63, life and health insurance Commitment: Full Time Workplace: Hybrid Languages: English