Transamerica Financial Advisors Inc – Retirement Planning Consultant

Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent broker-dealer and Registered Investment Advisor with thousands of representatives across the United States who offer products and services from more than 100 separate providers.

With over 25 years of experience, Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success. At Transamerica Financial Advisors, we review and update our product offerings and technology to better serve our clients and representatives. – more… We currently handle more than $19 Billion in customer assets, with over 5,000 registered representatives serving clients in over 1000 branch offices nationwide.

Securities and investment advisory services are offered by Transamerica Financial Advisors, Inc., a broker/dealer, member of FINRA, SIPC, and a Registered Investment Adviser. Investment advisory services focused on the unique needs of individual retirees, retirement plans, and their participants offered by Transamerica Retirement Advisors, LLC, a Registered Investment Adviser.

CORPORATE OVERVIEW For decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm.

FINRA announced today that Transamerica Financial Advisors, Inc. (TFA) has agreed to pay approximately $4.4 million in restitution to approximately 2,400 customers for failing to supervise its registered representatives’ recommendations of three different products – variable annuities, mutual funds, and 529 plans.

A part of the Transamerica family of financial services and insurance companies, Transamerica Financial Advisors (TFA) is a fee-based financial advisory firm managing more than $1.3 billion in assets. The firm is a full-service financial advisor and is also a broker-dealer, meaning the firm can execute trades for clients.

Transamerica Financial Advisors Inc

What matters to you, matters to us. For 19 years, World Financial Group, a Transamerica company, has helped countless individuals and families find financial security through our life insurance, retirement, and wealth-building strategies.

Who bought Transamerica Financial?

Aegon, a Dutch insurance company, is acquiring San Francisco-based Transamerica for $10.8 billion in cash and stock. Transamerica is best known in the Bay Area for its landmark pyramid headquarters in the Financial District, but as of last spring, only 380 of its 8,679 employees were in the Bay Area.

Transamerica has stood for innovation since 1904 when a young entrepreneur named Amadeo P. Giannini founded a bank in San Francisco to make financial services available to everyone. Today, Transamerica encourages our customers to consider their long-term health in pursuit of their financial …

In a global context, 1946 saw Bank of America (Transamerica’s predecessor) as the largest private bank in the world. Due to the US Bank Holding Company Act of 1956, Transamerica had to choose whether to divest its banks or its non-bank investments.

On WFG’s voice menu, the company lists “Transamerica Financial Advisors, Inc” as though this was a co-company. However, this appears NOT to be an Aegon Transamerica company. When I spoke to a rep there down in St Pete, he told me that a John Hancock broker, Signator One, just bought Transamerica Financial Advisors, Inc!

Transamerica Financial Advisors, Inc. (TFA) has stood for innovation and openness since 1904, and today desires to make financial services available to everyone. TFA’s leaders serve people from all backgrounds, and encourage clients to consider their long-term health in pursuit of their financial …

Transamerica Financial Advisors, Inc. (TFA) is a broker-dealer and registered investment advisor. We help people improve their lifestyle through building their savings, investing in their futures, and preparing for retirement. Become an independent business owner as a TFA independent Registered Representative or Investment Advisor Representative and help families focus on their financial goals.

Transamerica Corporation. The Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services.

Retirement Planning Consultant- Onsite -New York – Transamerica

Job Description Summary

At Transamerica, we’ve seen that Wealth + Health are inextricably linked and that living well tomorrow starts with the habits we form today. That’s why we’re passionate about inspiring our customers to improve their financial health- and their overall well-being- to optimize how well they are prepared for the future. We’re seeking people who can help us to continue to inspire, by bringing fresh ideas and varying perspectives, and helping us to shake up the status quo!

Come join our supportive culture that encourages a healthy lifestyle, community giving, diversity, collaboration, retirement readiness, lifelong learning, and fun! The Retirement Plan Consultant plays an integral role in helping others to become financially prepared for their future. As a dedicated resource to an assigned group of institutional clients and their plan participants, the Retirement Plan Consultant provides world-class service and support through educational presentations and seminars, and individual retirement readiness consulting.

They also play a critical role in helping to grow plan participation, and advance and retain Transamerica’s relationships with our vast network of institutional clients. If you are a licensed financial service professional and an outstanding relationship builder, you are customer-focused, self-motivated, goal-driven, and can engage an audience with your excellent communication and presentation skills, then take a look at this great opportunity at Transamerica!

What You Will Learn:

  • You will develop a deep understanding of Transamerica’s corporate structure.
  • Learn Transamerica services, processes, and formulas for conducting successful Retirement Readiness meetings.
  • Develop a deep familiarization of your client-approved presentations to deliver accurate, informative, and engaging seminars.
  • You will learn TA systems to prepare appropriate reports and customize existing educational seminars and materials for your audiences.

What Success Looks Like:

  • Obtain any outstanding required licenses within the specified 6 or 12 months permitted time frame
  • Deliver on plan metric goals
  • Develop a personal business plan, to ensure that you are meeting or exceeding your goals.
  • Successfully schedule, organize and conduct group presentations.
  • Successfully schedule, organize and conduct individual Participant interactions
  • Knowledge and interviewing skills to expand the conversation into a holistic approach to overall financial fitness.

A Comprehensive Wealth + Health package. It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you’ll come to discover, Wealth + Health is a central part of everything we do!

Wealth Benefits; Competitive Pay, Quarterly and Annual Bonuses, Comprehensive Benefits Package, Pension Plan, 401K Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Employee Discounts, Career Training & Development Opportunities, and more

Health and Work/Life Balance Benefits; Be Well Company-sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Paid Time Off, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid time to volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program.

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