Client Retention & Wealth Advisory Specialist
TIAA Financial Services
TIAA is seeking a Client Outreach Retention Consultant in Dallas, TX. The role partners with our National Contact Center and advisory business teams to resolve client questions, educate on investment options, and facilitate transfers. Initial training is paid hourly with overtime; post-training, compensation shifts to a salary model with the same weekly rate. The position requires 2+ years of experience (3+ preferred), FINRA licenses (Series 6/7 and 63), and a Life and Health Insurance license. #J-18808-Ljbffr TIAA
Vacancy posted 2 days ago
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