TIAA Advisor Services Consultant in Broomfield, Colorado
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
KEY RESPONSIBILITIES AND DUTIES:
Advisor Svcs Cons
Analyzes and provides reports on general financial data used in selecting, creating and monitoring new or enhanced insurance products.
Key Responsibilities and Duties
Coordinating financial information from numerous sources and combining them into unified, coherent reports.
Designing financial reports in order to present information in the most useful manner for different analytical needs.
Researching and providing information on financial results for specified insurance products either industry-wide or internally.
Assisting in developing financial models and analysis tools, and approaches for internal use of product profitability evaluation.
2 Years Required; 3 Years Preferred
University (Degree), Preferred
- Physical Requirements: Sedentary Work
- 2 years of customer service or brokerage experience in financial services environment.
3 years of customer service or brokerage experience in financial services environment.
Provide day-to-day operational support processing advisor related case work, and finally handle critical service issues or provide support around special assignments with key relationships or business processes to supporting advisor related business.
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
For residents of California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) to access the TIAA CA Applicant Privacy Notice.
For residents of the EU / UK, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) to access the EU / UK Pre-employment Notice.
For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.