Financial Consultant

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. This 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 available 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 upon which important personal financial planning decisions are based.
• 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 to 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

• Physical Requirements:
  
  Sedentary Work

7IC

• 3+ years financial services experience
• Series 7 and 63 completed within 120 days of start date

• 5+ years financial services experience
• Series 7 and 63 completed

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

The organization is committed to making financial well‑being possible for its clients and is equally committed to the well‑being of its associates. It offers a comprehensive Total Rewards package designed to make a positive difference in the lives of associates and their loved ones. The benefits include a superior retirement program and highly competitive health, wellness, and work‑life offerings. For more information, please review the Benefits Summary (https://(Use the "Apply for this Job" box below).).

Actual base salary may vary based on relevant experience, time in role, internal peer salary, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans).

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.