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Hybrid Financial Planner — Remote & Travel

Remote / Online - Candidates ideally in
Providence, Providence County, Rhode Island, 02912, USA
Listing for: TIAA
Full Time, Remote/Work from Home position
Listed on 2026-07-02
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Hybrid Financial Planner — Remote & Travel Ready

TIAA is seeking a Financial Consultant to provide in-person and virtual financial counseling to clients. You'll assist clients with TIAA products, help them achieve their financial goals, and undergo training on all necessary products. The role starts non-exempt with hourly pay, transitioning to salaried after training.

This hybrid position requires travel to client locations in Connecticut and Rhode Island, with the flexibility to work remotely. A university degree and financial services experience are preferred, along with certifications in Series 7 and 63 within a specified period.

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