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Education Savings Consultant

ConsultantConsultantOtherRemoteMid LevelTeam 10,001+Since 1918H1B SponsorCompany SiteLinkedIn

Location

Kansas

Posted

89 days ago

Salary

$71.7K - $96.6K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

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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