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Hybrid Financial Planner: Retirement & Investment Guidance
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2026-06-21
Listing for:
TIAA
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
TIAA is seeking a Financial Consultant in Buffalo, New York to provide in-person and virtual counseling on TIAA products and services. The role involves financial planning advice to clients through various channels. Candidates will undergo training, then shift to a salaried position. A degree is preferred, along with 3+ years in financial services and required FINRA registrations.
The position emphasizes delivering exceptional customer service and includes responsibilities like educating clients on investment options and managing relationships with institutional sponsors.
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