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⏰ Full-time

Third Party Wealth Consultant

TIAA
Location 📍 Frisco, United States
Posted 📅 June 16, 2026
Work Type ⏰ Full-time

Position Overview

**Third-Party Wealth Consultant**
Third-Party Wealth is responsible for servicing Third Party Advisors who work with TIAA institutional and individual clients in support of the distribution of TIAA products and services. The Third-Party Wealth Consultant role is primarily responsible for providing day-to-day servicing of Third Party Advisors through our inbound call center. There may be some outbound activity as well. In addition, Third-Party Wealth Consultants will support the processing of advisor agreements, transactions, and potentially participate in special projects or initiatives.

**Key Responsibilities and Duties**

+ Work with the team and individually to meet inbound call activity responsibilities to help achieve service level objectives while providing end-to-end servicing to our Third-Party Wealth clients
+ Work closely with Third-Party Wealth Operations team to support operational activities such as on boarding advisors, bulk trading, plan level acti...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Frisco, United States