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, the role is non-exempt and paid hourly with overtime eligibility. After the training period, the role becomes exempt and paid salaried at the same rate (weekly salary equals hourly rate multiplied by 40) with overtime eligibility ending. 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 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 for 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 to support clients and company initiatives.
• Develops and maintains a 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

• Sedentary work

7IC

Travel outside of aligned territory up to 25%.

• 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

$75,400/yr - $100,000/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 compensation package may include participation in incentive programs depending on the role.

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. The full EEO and non-discrimination statement is available on the company careers home page.

TIAA offers support for those who need assistance with our online application process to provide equal employment opportunities to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please contact accessibility support.

TIAA maintains a drug-free and smoke-free workplace.

For Applicants of TIAA, Nuveen and Affiliates residing in the US (excluding California), review the privacy notices here. For applicants residing in California or other regions, refer to the respective notices.