Virtual Financial Consultant

Key Responsibilities And Duties

• Counsels participants on their pension plans, tax‑deferred annuities and other available investment options to help clients retain and increase assets.
• Educates, recommends, and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529, 403(b), bank products, life insurance and others) and provides authoritative information for important 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' 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

• Sedentary work

7IC – 3+ years of financial planning experience preferred. This is a hybrid working environment requiring a minimum of three days in the office per week.

• Accountability
• Business Acumen
• Business Development
• Client Relationship Management
• Commercial Mindset
• Communication
• Financial Markets Impact
• Inspires Others
• Negotiation
• Problem Solving
• Relationship Management
• Retirement Planning Selling

Base Pay Range: $70,600/yr – $103,000/yr. May vary based on experience, time in role, salary of internal peers, prior performance, business sector, and geographic location.

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. Our full EEO & Non‑Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.