Third Party Wealth Consultant

Third-Party Wealth Consultant

Third-Party Wealth is responsible for servicing Third Party Advisors who work with TIAA institutional and individual clients in support of the distribution of TIAA products and services. The Third-Party Wealth Consultant role is primarily responsible for providing day-to-day servicing of Third Party Advisors through our inbound call center. There may be some outbound activity as well. In addition, Third-Party Wealth Consultants will support the processing of advisor agreements, transactions, and potentially participate in special projects or initiatives.

• 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 our Third-Party Wealth clients
• Work closely with Third-Party Wealth Operations team to support operational activities such as 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.
• Work with the team and individually to meet workflow service level objectives by processing advisor related forms and agreements.

• 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

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

Anticipated Posting End Date:

Base Pay Range: $28.22/hr - $37.98/hr

Actual base salary may vary based upon relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.