Third Party Wealth Consultant

TIAA • Charlotte, NC

1d • $28 - $38

About The Position

Third-Party Wealth Consultant Third-Party Wealth 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 Third-Party Wealth Consultant role is primarily responsible for providing day-to-day servicing of Third Party Advisors through our inbound call center. There may be some outbound activity as well. In addition, Third-Party Wealth 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 end-to-end servicing to our Third-Party Wealth clients Work closely with Third-Party Wealth Operations team to support operational activities such as on boarding advisors, bulk trading, plan level activity, and other special projects or initiatives. Partner with Third-Party Wealth 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.

Requirements

• 2+ Years Required
• Series 6 or 7
• Series 63 Licenses and Certifications
• Life and Health Insurance License (Resident State) - Multiple Issuers required
• Physical Requirements: Sedentary Work
• Accountability
• Analytical Skills
• Business Development
• Collaboration
• Consultative Communication
• Customer Engagement
• Practice Management Strategy
• Prioritizes Effectively
• Relationship Management
• Sales
• Stakeholder Engagement
• Story Telling
• Strategic Thinking

Nice To Haves

• 3+ Years Preferred
• University (Degree) Preferred

Responsibilities

• Work with the team and individually to meet inbound call activity responsibilities to help achieve service level objectives while providing end-to-end servicing to our Third-Party Wealth clients
• Work closely with Third-Party Wealth Operations team to support operational activities such as on boarding advisors, bulk trading, plan level activity, and other special projects or initiatives.
• Partner with Third-Party Wealth 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level