Third Party Wealth Consultant

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 Third-Party Wealth clients
• Work closely with Third-Party Wealth Operations team to support onboarding 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
• Process advisor related forms and agreements to meet workflow service level objectives

• 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

• Sedentary Work

• 6IC

• 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

• 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

• Accountability
• Analytical Skills
• Business Development
• Collaboration
• Consultative Communication
• Customer Engagement
• Practice Management Strategy
• Prioritizes Effectively
• Relationship Management
• Sales
• Stakeholder Engagement
• Story Telling
• Strategic Thinking