Financial Consultant

Insight Global

Job Description

The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports TIAA’s Retirement Solutions business and offers long-term career growth into Wealth Advisory, Retirement Income Consulting, and Asset Management. This is a highly visible, client-facing role focused on helping participants understand where they stand today and how to successfully prepare for retirement.

Qualifications

3+ Years of Financial Services experience

Responsibilities

Provide virtual retirement planning and financial guidance to participants via Zoom and phone
Conduct approximately 30 client meetings per week supporting retirement readiness, rollovers, and income planning
Deliver high-quality client experiences aligned with TIAA’s values, culture, and service standards
Support participants in understanding retirement goals and pathways to successful retirement outcomes
Maintain accurate documentation and complete administrative responsibilities related to client engagement
Collaborate with regional teams supporting participants across assigned geographic territories

Compensation

Exact compensation may vary based on several factors, including skills, experience, and education.

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Vacancy posted 3 hours ago

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