TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63, Series 65 or 66, life and health insurance license within 120 days, strong communication and solutions orientation.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63 required; Series 65 or 66 and life and health insurance license required within 120 days; CFP/CFA preferred.