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Education Savings Consultant
Location
Kansas
Posted
89 days ago
Salary
$71.7K - $96.6K / year
Seniority
Mid Level
Job Description
Education Savings Consultant
TIAA
• Educate individuals about 529 Plans and grow the 529 Workplace Savings Program • Consult with portfolio managers and financial advisors to evaluate tuition savings plans • Analyze the tuition financing market • Organize 529 savings plan materials and present options to clients • Conduct research and reviews market analysis reports • Serve as the point of contact for 529 college savings solutions
Job Requirements
- 2+ years of experience in a relevant field
- University (Degree) Preferred
- 3+ years sales experience Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Physical Requirements: Sedentary Work
Benefits
- Comprehensive Total Rewards package
- Competitive health, wellness and work life offerings
- Superior retirement program
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