Financial Consultant

TIAA

Individual Financial Consultant providing retirement education and advice to clients. Managing inbound calls and sales opportunities for financial products and investments in the United States.

Posted 6/30/2026full-timeFrisco • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement education and client relationship management, with a strong focus on meeting client acquisition and retention goals. Proficient in navigating digital account opening processes and managing sales opportunities effectively.

Highest-signal resume keywords

Series 7 LicenseSeries 63 LicenseHealth/Life LicensingClient Relationship ManagementBusiness Acumen

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement EducationSales ManagementDigital Account OpeningClient AcquisitionClient Retention

Soft Skills

Strong CommunicationInterpersonal Skills

Certifications & Qualifications

University Degree PreferredSeries 7 LicenseSeries 63 LicenseHealth/Life License

Industry Keywords

Retirement PlanningInvestment NeedsSales OpportunitiesClient Education

About the role

Key responsibilities & impact

Provide retirement education and advice to clients and prospects
Take inbound calls to identify product and investment needs
Manage sales opportunities until completion
Meet goals impacting client acquisition and retention

Requirements

What you’ll need

University (Degree) Preferred
Series 7 and 63 Licenses and Health/Life licensing required
Solid understanding of digital account opening requirements and processes
Strong client relationship management skills and business acumen

Benefits

Comp & perks

superior retirement program
highly competitive health, wellness and work life offerings