National Financial Consultants; NFC - Plan Event Team

The Financial Consultant provides in‑person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. The role covers institutions aligned to regional structures and offers financial planning advice via in‑person, phone and video chat to help clients accomplish their immediate and long‑term financial goals.

• Counsels participants on their pension plans, tax‑deferred annuities and other investment options to help clients retain and increase assets.
• Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information for personal financial planning decisions.
• Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
• Utilizes knowledge of tax and investment strategies to inform financial advice based on clients’ financial needs and objectives.
• Communicates internally with cross‑business partnerships to develop and implement TIAA products and services that support clients and company initiatives.
• Develops and maintains strong relationships with Institutional Plan Sponsors.

• University (Degree) Preferred

• 3+ Years Required; 5+ Years Preferred

• SRC Indicator:
  Series 7;
  Series 63

• Life and Health Insurance License (Resident State) – Multiple issuers required within 120 days of start date.

• Physical Requirements:
  
  Sedentary Work

Anticipated posting end date:
Base pay range: $72,700/yr – $95,500/yr.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in incentive programs linked to performance.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

TIAA offers support for individuals who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. Phone: ;
Email: accessibility.support.

TIAA maintains a drug‑free and smoke‑free workplace.

For Applicants of TIAA, Nuveen and Affiliates residing in the US (other than California), and for Applicants of Nuveen residing in Europe and APAC, privacy notices are available upon request.