Hiring difference makers.

WM Outreach Consultant-Denver

📁
Wealth Management
💼
TIAA
Thanks for your interest in the WM Outreach Consultant-Denver position. Unfortunately this position has been closed but you can search our 240 open jobs by clicking here.

 

Minimum Qualifications:

  • Series 7 & 63 or required to obtain within 120 days

  • Registered and Licensed in Life/Health in all 50 States or required to obtain within 120 days

  • 1 to 3 years of experience

  • Experience with Client Relationship Management (CRM) systems

     

    Preferred Qualifications:

  • Bachelor’s Degree

  • Knowledge of the Wealth Management value proposition, products and services (retirement planning, investments, estate planning, etc.)

  • 3 to 5 years of experience

  • Experience with or willingness to learn the Consultative Sales Process

  • Excellent interpersonal skills, written and verbal, with an ability to engage and educate clients, and close business

  • Working knowledge and understanding of financial markets, products and services

     

     

    Acceptance of the position requires an 18 month commitment prior to posting for other roles within the organization.

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 visually or hearing impaired, please email Careers Help.

 

We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

 

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