Retirement & Investments Financial Consultant
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-07-08
Listing for:
TIAA
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
TIAA is looking for a Financial Consultant in Rochester, NY who will provide in-person and virtual counseling for clients. This role focuses on advising participants about TIAA products and achieving their financial goals through expert advice on pension plans, investment strategies, and customer service. 3+ years of financial services experience is necessary, alongside Series 7 and 63 registrations obtained within 120 days of employment.
The consultant will engage with clients in a supportive capacity, ensuring they have access to comprehensive financial resources and advice tailored to their needs.
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