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TIAA
TIAA
Sponzor vizuma H1BFinanceUpravljanje premoženjaZavarovanje
TIAA je podjetje za finančne storitve in zavarovanje, osredotočeno na pokojninsko načrtovanje, upravljanje premoženja in dolgoročno finančno varnost. Njegova ponudba vključuje rente, individualne pokojninske račune, upravljanje naložb in prilagojeno finančno svetovanje za posameznike ter institucionalne stranke. Podjetje, ustanovljeno leta 1918, združuje strokovno znanje na področju pokojnin z odgovornim vlaganjem in upravlja sredstva v vrednosti 1,2 bilijona dolarjev. Strankam pomaga načrtovati zanesljiv vseživljenjski dohodek in samozavestnejšo finančno prihodnost.
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Delovna mesta v podjetju

TIAA Financial Consultant, Philadelphia (Hybrid)

Advise TIAA retirement-plan clients on investments, insurance, and financial planning. Provide in-person and virtual counseling, including travel to regional institutions.

USZdružene države AmerikePAPensilvanija
34 $ – 45 $ / ura
HibridnoPolni delovni časSrednja ravenSeniorZahtevani Jezik: angleščinaFinančno načrtovanje in analiza

Opis

  • Counsel plan participants, prospects, beneficiaries, and their legal or financial representatives in person and virtually.
  • Advise clients on pension plans, tax-deferred annuities, and investment options to support asset retention and growth.
  • Explain and recommend financial products, and help clients purchase mutual funds, annuities, IRAs, 529 and 403(b) plans, bank products, life insurance, and related offerings.
  • Handle client service needs and complete transaction and service requests.
  • Tailor financial advice to client needs by applying tax and investment strategies.
  • Work with colleagues across business lines to develop and deliver products and services.
  • Build and sustain relationships with institutional plan sponsors.
  • Serve institutions within assigned regional structures.
  • Work under a hybrid-flex arrangement, combining in-person and remote work.

Zahteve

  • At least 3 years of work experience.
  • A university degree is preferred.
  • FINRA Series 7 and Series 63 registrations.
  • Obtain a resident-state Life and Health Insurance License within 120 days.
  • Provide financial planning advice in person, by phone, and by video chat.
  • Knowledge of tax and investment strategies.
  • Knowledge of pension plans, tax-deferred annuities, mutual funds, annuities, IRAs, 529 and 403(b) plans, bank products, and life insurance.
  • Travel to regional client institutions at least 3 days per week.
  • Occasional travel outside the assigned territory, up to 25% of the time.
  • Ability to perform sedentary work.

Ugodnosti

  • Retirement program.
  • Health, wellness, and work-life offerings.
  • Performance-linked incentive program, which may include annual discretionary incentives, non-annual sales incentives, or other non-annual incentive plans.
  • Hybrid-flex work arrangement.
  • Learning opportunities and development pathways.
  • AI tools and development of future-focused skills.

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