Advisor Services Consultant
Advisor Services Consultant
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Advisor Service is responsible for servicing Third Party Advisors who work with TIAA institutional and individual clients in support of the distribution of TIAA products and services. The Advisor Consultant role is primarily responsible for providing daytoday servicing of Third Party Advisors through our inbound call center. There may be some outbound activity as well. In addition Advisor Consultants will support the processing of advisor agreements transactions and potentially participate in special projects or initiatives.
Key Responsibilities and Duties
- Work with the team and individually to meet inbound call activity responsibilities to help achieve service level objectives while providing endtoend servicing to our Third Party Advisor clients
- Work closely with Advisor Services Operations team to support operational activities such as on boarding advisors bulk trading plan level activity and other special projects or initiatives.
- Partner with Advisor Services Relationship Management team to provide dedicated support to key relationships and identify referral and sales leads to broaden the distribution of TIAA products and services.
- Work with the team and individually to meet workflow service level objectives by processing advisor related forms and agreements.
- University (Degree) Preferred
- 2 Years Required; 3 Years Preferred
- SRC Indicator: Series 6 or 7; Series 63
- Life and Health Insurance License (Resident State) Multiple Issuers required
- Physical Requirements: Sedentary Work
Career Level
6IC
Required:
- 2 years financial services experience
- Series 6 or 7 and Series 63 passed within 120 days of start date
Preferred:
- 3 years financial services experience
- Series 6 or 7 and Series 63 passed
Anticipated Posting End Date:
Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location. In addition to base 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 nonannual sales incentive plans or other nonannual 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 were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats why we offer a comprehensive Total Rewards package designed to make 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 achieve and maintain your best possible physical emotional and financial wellbeing. 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 origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
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 all 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:
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.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Contract
Employment Type
Advisor
