Financial Services Consultant - Non Registered - Frisco, TX

Job Description

Financial Services Consultant - Non Registered - Frisco, TX - National Contact Center
Locations: 3965 Dallas Parkway Frisco, TX 75034
Time type:
Full time
End Date:
July 6, 2026

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people—and weʼre not done yet. Weʼre a market-leading retirement company fueled by world-class asset management. This is a FINRA Registered role primarily responsible for taking inbound calls, providing participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and financial education.

But this is more than a call center job. As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping TIAA deliver its mission of providing guaranteed income for life. You will also have opportunities to shape your career within the financial services industry.

Benefits are designed to set associates up for success, including industry-leading pension programs and family support benefits. You may receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered.

Great Financial Services Consultants Bring a Wide Range Of Experiences – There’s No Blueprint, Although There Are Skills And Qualities We Look For:

• Strong customer service mindset
• Professionalism – reliable, with high standards, collaborative and team-oriented, respectful and inclusive, with attention to detail and ability to work in a structured environment
• Clear verbal and written communication
• Ability to prioritize multiple tasks and navigate multiple business systems
• Care, compassion, and empathy
• Coachable with a learner’s mindset and openness to feedback
• Performs well in a scheduled work environment
• Experience in Banking, Call Center, Customer Service or Sales is helpful but not required

Note:

This role educates and provides services to participants and does not provide financial advice.

• Establishes rapport quickly with participants, setting them at ease and guiding financial transactions and long-term asset planning
• Understands participant needs and outlines appropriate solutions using TIAA products and services; explains viable options clearly
• Answers participant questions by communicating financial plan details and providing additional explanations when necessary
• Executes transactions and service requests on behalf of participants
• Maintains records of all participant interactions, inquiries, complaints, and actions taken, including banking service transactions
• Refers participants to business partners when appropriate to help achieve the desired outcome

• Associate's Degree or Equivalent Experience Preferred

• No Experience Required

• SRC Indicator:
  Series 6 or 7;
  Series 63

• Life and Health Insurance License (Multi-state) – Multiple Issuers required within 120 Days

• Sedentary Work

5IC

• Hybrid office presence
• Candidates with SIE may be eligible for a $1500 bonus
• Start Date:
  
  July 6, 2026
• Hours of operation:
  Mon – Fri, 7:00 am to 9:00 pm Central Time
• Must be able to complete employment screening, including a Credit Report background check
• Interview will be in-person
• Compensation: base pay plus an annual bonus targeting 15% of base pay; total compensation range estimated between $47,000 and $66,700 depending on experience and location

Related

Skills:

Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness

Base Pay Range: $22.60/hr - $28.85/hr actual base salary may vary based on experience, location, and market data. Eligible earnings include a target bonus and may include incentive programs.

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. We are a market-leading retirement company fueled by world-class asset management. Our culture champions people, client obsession, integrity, ownership, and teamwork. We promote learning and development and strive to create meaningful impact for clients and associates alike.

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, or gender identity. Our full EEO & Non-Discrimination statement is available on our careers page.