Hybrid Financial Consultant: Retirement Planning Pro
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
TIAA in Charlotte/Frisco is seeking a Virtual Financial Consultant (T) to provide virtual counseling across the spectrum of TIAA products, helping clients achieve short- and long-term financial goals via in-person, phone and video chats. The role starts as non-exempt with hourly pay and overtime eligibility, then transitions to exempt salaried status after training.
Educational requirements include university degree; 3+ years experience (5+ preferred); FINRA Series 7 and 63;
Life and Health
This role, Hybrid Financial Consultant:
Retirement Planning Pro at TIAA, could be your next career step.
This opportunity is for the Hybrid Financial Consultant:
Retirement Planning Pro role at TIAA.
We are seeking a motivated Hybrid Financial Consultant:
Retirement Planning Pro to join TIAA in Charlotte, NC, United States.
Consider building your career as a Hybrid Financial Consultant:
Retirement Planning Pro at TIAA.
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