Third Party Wealth Consultant

TIAA • Frisco, TX

23h • $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.

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
• Required: 2+ years financial services experience
• Series 6 or 7 & Series 63 required within 120 days of start date
• Life/Health insurance license required within 120 days of start date
• 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
• Preferred: 3 + years of experience and broad knowledge of the TIAA-CREF products and services
• Participant Services Group Bachelor’s Degree
• Experience and knowledge of Third Party Advisors business models
• Ability to work in high paced, multi task environment along with solid interpersonal and communication skills
• Ability to work as a team, but also independently
• Ability to quickly analyze, research, problem solve complex and/or critical issues
• Strong decision making skills

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.

Benefits

• 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 well-being.

What This Job Offers

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