Virtual Financial Consultant

Virtual Financial Consultant

The Virtual Financial Consultant provides 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 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 and the role will be non‑exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay.

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

• Counsels participants on their pension plans, tax‑deferred annuities and other available investment options in order 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 relationship 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

Career Level:

7IC

Related

Skills:

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

Anticipated Posting End Date:

Base Pay Range: $75,400/yr – $92,300/yr

Actual base salary may vary based upon, but not limited to, 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, depending on the role, participation in an incentive program linked to performance (for example, 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’re a market‑leading retirement company fueled by world‑class asset management. We’re not just another legacy financial services firm; we’re fighting harder than ever before for our clients and the many Americans who need us.

At TIAA, we’re 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 organizational boundaries with shared purpose, accelerating innovation and delivering…