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Job Details

Financial Services Consultant Registered June

Company name
TIAA-CREF Individual & Institutional Services, LLC

Employment Type

Finance, Customer Service

Posted on
Jan 08,2019

Valid Through
Apr 23,2019


Financial Services Consultant Registered June','1717179','!*!COMPANY OVERVIEW:   As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.   When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.   To be difference makers.   For more information about TIAA, visit our website.   POSITION SUMMARY: TIAA is committed to making financial well-being possible for its clients, and the company is equally committed to the wellbeing of its employees.  The Client Services Group is responsible for developing and delivering the service experience for our individual and institutional clients, acting as the firm’s “service delivery hub”.  Consultants in Denver respond to phone calls and emails to execute requests from retirement plan participants while providing financial guidance.  Financial Services Consultants are also responsible for increasing assets, initiating new business through rollovers and transfers from the competition, and retaining assets through individual communication.  In building a world class National Contact Center our Financial Services Consultants exemplify our corporate values.  Our consultants are empowered to deliver excellence in customer service and financial results.  They believe in putting our participants first in every interaction and through continuous improvement processes.  Consultants operate as one team through interdepartmental collaboration and act with the highest degree of integrity in both customer and employee interactions.   KEY RESPONSIBILITIES AND DUTIES:Working in our National Contact Center, our Financial Services Consultants are empowered to deliver excellence in customer service and help clients pursue their financial goals. They put our participants first in every interaction, acting with the highest degree of integrity in both customer and employee interactions and operating as one team to drive continuous improvement. As a Financial Services Consultant, you will provide the highest level of customer service to our participants and deliver excellence in a challenging yet extremely rewarding environment.  Being at the forefront of our business, you will play an imperative role in helping our participants achieve financial well-being. Using your high energy, engagement, positivity and professionalism, you will be responsible for: Interacting with retirement plan participants to provide exceptional customer service and execute transaction and service requests.Leveraging multiple resources while educating and devoting time with our participants through intuitive conversations.Providing financial guidance to our participants to help retain and increase assets. Collaborating across the organization to deliver world-class service and safeguard business continuity and process improvements    ','!*!QUALIFICATIONS:

Required Qualifications: 


Active FINRA Series 6 or Series 7 licensure 

Preferred Qualifications: 


Active FINRA Series 63 licensure or must be obtained

State Life & Health Insurance preferred or must be


Bachelor’s Degree or some college with professional


Three or more years of financially-related customer

contact experience.

Financial services sales experience is a plus.

Bi-Lingual in Spanish is a plus.


Required Shifts:


Must be available to work 8 a.m.-5 p.m. during training


For Denver: must be willing and available to work any

shift between 6am-8pm Monday-Friday, as well as, Saturday from 7am-4pm on

a rotational basis. 

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law. If you need assistance applying due to being visually or hearing impaired, please email Careers Help. This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”). *©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921','TIAA','United States','','Wealth Management','','','Financial Services Consultant Registered June

Company info

TIAA-CREF Individual & Institutional Services, LLC
Website :

Company Profile
TIAA-CREF is a leading financial services organization with $487 billion in assets under management (as of 3/31/12). The firm is a leader in helping those in the academic, medical, cultural, governmental and research fields plan for retirement, and life’s other goals. Over 3.7 million individuals trust us to help support their financial well-being.