Tiaa Data Entry Jobs WFH

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Tiaa Data Entry Jobs WFH

Job Details:-

Hiring Organization:- Tiaa

Industry:-  Private

Employment Type:- Full Time

Work Hours:– 8 Hours

Locations:- UK

Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client referrals.

Key Responsibilities and Duties

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  • Manages time and resources efficiently and effectively
  • Develops and implements strategic and tactical plans with strong considerations to client challenges.
  • Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
  • Reviews client information, including financial statements, risk investment profile and cash availability.
  • Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.
  • Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
  • Works in a team environment to maintain a book of business and meet or exceed annual sales targets.

Required Qualifications:

  • 3+ years of experience in financial services
  • FINRA Series 7 and Series 66 (or combination of 63 & 65) registrations must be obtained within the first 120 days. State health and life insurance licenses must be obtained within the first 120 days as a condition of employment.

Preferred Qualifications:

  • Bachelor’s Degree
  • 5+ years of experience in financial services
  • Prior advisor/consultant experience
  • Knowledge of institutional retirement plans
  • MoneyGuidePro, and or experience with other advice planning tools

Additional Details:

  • This will be a hybrid role which will require being in the Dallas office at least 3 days per week
About the TIAA Company :

TIAA, or Teachers Insurance and Annuity Association of America, operates in the United Kingdom as a provider of financial services primarily focused on retirement products and investments. Although originally established in the United States in 1918 to serve educators’ retirement needs, TIAA has expanded its operations globally, including a presence in the UK.

In the UK, TIAA offers a range of financial products and services tailored to retirement planning and wealth management. These include pension plans, annuities, and other investment opportunities designed to help individuals and organizations achieve their long-term financial goals. TIAA’s approach emphasizes stability, reliability, and customer-centric solutions, drawing on its decades of experience in the financial industry.

TIAA’s presence in the UK underscores its commitment to providing secure and sustainable financial solutions to its clients. The company leverages its expertise in retirement planning and investment management to support individuals and institutions in navigating the complexities of financial markets and preparing for their future financial security.

Moreover, TIAA’s operations in the UK adhere to local regulations and standards, ensuring compliance and transparency in all its financial dealings. This commitment to regulatory compliance and ethical business practices reinforces TIAA’s reputation as a trusted provider of financial services in the UK market.

Overall, TIAA’s presence in the United Kingdom represents its dedication to helping clients build a financially secure future through reliable retirement and investment solutions, backed by a legacy of expertise and a commitment to customer satisfaction

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