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.

During the initial period of employment, you will receive training on TIAA's products. The role is non‑exempt during training (paid hourly with eligible overtime). After the training period, the role becomes exempt and you will be paid on a salaried basis at the same rate (weekly salary equals hourly rate multiplied by 40) and will no longer be eligible for overtime.

All licenses must be obtained within 120 days from the start date.

• 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 403(b), bank products, life insurance, and others—and provides authoritative information to support 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' 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.

• Sedentary work.

7IC

This position may require travel up to 25% of the time outside your assigned territory.

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

• 5+ years financial services experience.
• Series 7 and Series 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

$75,400/yr - $100,000/yr

Actual base salary may vary based on 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 a 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).

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we are a market‑leading retirement company fueled by world‑class asset management. We are fighting harder than ever before for our clients and the many Americans who need us.

At TIAA, we are on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in‑office environment where teams work across…