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Retention & Outreach Advisor for Retirement Solutions
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-08-14
Listing for:
TIAA
Full Time
position Listed on 2026-08-14
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
TIAA in Fort Worth, Texas seeks a Client Outreach Retention Consultant to engage with clients considering fund transfers, educate on investment options, and coordinate with the NCC and advisory partners. Initially non-exempt and hourly with overtime; after training, the role becomes salaried and exempt with a 40-hour week.
The role requires 2+ years experience, a university degree, FINRA registrations (Series 6/7, 63), and Life/Health Insurance license within 120 days.
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