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Financial Consultant, Institutional Relationships

Wealth Management
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  • Bachelor's degree required
  • 3-6 years of client service or financial sales experience required
  • Travel required.  Valid U.S. Driver's License required
  • FINRA Series 7 and 63 required at time application


  • State Insurance Licensing
  • Professional designation strongly desired:  CLU, ChFC, etc.
  • Expert knowledge of financial planning concepts; including a broad knowledge of TIAA products
  • Must be highly organized and capable of proficiently handling multiple tasks in a fast-paced environment
  • Excellent communication and sales skills, including experience presenting to large audiences
  • Agility in determining and managing priorities
  • Key traits: integrity, understanding, team player, results-driven, personal excellence, embodies an entrepreneurial and innovative

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