Financial Services Consultant

Location:

Charlotte, NC - Hybrid (3 days onsite)

Salary: $85,000 yearly, OTE $106,000 (first year)

The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports TIAA’s Retirement Solutions business and offers long-term career growth into Wealth Advisory, Retirement Income Consulting, and Asset Management. This is a highly visible, client-facing role focused on helping participants understand their current financial position and prepare for a successful retirement.

• Provide virtual retirement planning and financial guidance to participants via Zoom and phone
• Conduct approximately 30 client meetings per week focused on retirement readiness, rollovers, and income planning
• Deliver high-quality client experiences aligned with TIAA’s values, culture, and service standards
• Support participants in understanding retirement goals and pathways to successful retirement outcomes
• Maintain accurate documentation and complete administrative responsibilities related to client engagement
• Collaborate with regional teams to support participants across assigned geographic territories

• 3+ years of financial services experience

• Life and Health Insurance license (resident state)
• Experience in retirement planning, wealth management, or financial consulting