Tiaa Cref Work Values

Daily Duties at Tiaa Cref:

Educated clients on tax deferred annuities, pensions, IRA's and other investment products. Built client portfolios and recommended various investments that adequately reflected their risk tolerance, liquidity needs, time horizon, unique circumstances and investment goals. Interpreted Internal Revenue Codes for 403b, 401a, 457, IRA, Roth IRA, and After Tax Products. Rebalanced, realigned and changed portfolio allocations. Helped clients review and interpret their quarterly statement and facilitated discussions on the performance of their portfolio.

What they like about Tiaa Cref:

Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.

Tags

Microsoft Office, Financial Planning, Financial Specialist, Financial Planning Analyst, Client Relationship Specialist, Life Insurance, Annuities, Retirement Benefits, Wealth Planning Analyst, Mutual Funds, Portfolio Management, Financial Advisor, Sales, Business Development, CFP, Field Representative, Estate Planning, FINRA Series 7, FINRA Series 6, CFA, Investment Analysis, Self-Starter, Analytical, Independent, 403(b), IRA, charlotte, asset allocation, securities, personal finance, tax planning, Contact Center Representative, Compliance, Customer Service

Skills

Leadership , Microsoft Office, Problem Resolution, Sales/Marketing, Call Center Support, Investment Research and Analysis, Retirement Planning, Mutual Funds, Relationship Management, New Account Development, Business Development, Compliance, Plan Presentations, Operations Management, Shipping/Receiving, Retail Operations, Analytical , Life Insurance Sales, Annuities, Retail Sales, Detail-Oriented, Time Management, Self-Starter, Customer Service, Communication, CFP, Ability to work well with others, Work Independently, Negotiation, Time Management, Series 7, Series 6, Series 63

These are some of the questions we asked our climbers about their experiences with Tiaa Cref: