Financial Consultant

Overview The Financial Consultant provides in person and virtual counseling for participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. The 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, the position is non-exempt and paid hourly with overtime eligibility. After training, the role is exempt and salaried with overtime no longer applicable. All licenses must be obtained within 120 days from the start date. Key Responsibilities Counsels participants on 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 for personal financial planning decisions. Interacts with retirement plan participants to provide exceptional customer service and to execute transactions and service requests. Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives. Communicates with internal cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives. Develops and maintains strong relationships with institutional plan sponsors. Educational and Work Experience Educational Requirements: University degree preferred. Work Experience: 3+ years required; 5+ years preferred in financial services. Licenses and Certifications FINRA registrations: Series 7 and Series 63; Life and Health Insurance License (Resident State) – multiple issuers required within 120 days. Physical and Travel Requirements Hybrid flex position involving regional travel to client institutions at least 3 days/week with remote work the rest of the week. Occasional travel up to 25% of the time outside the assigned territory. Physical requirements: sedentary work. Skills and Competencies Accountability, Business Acumen, Business Development, Client Relationship Management, Negotiation, Problem Solving, Retirement Planning, and related abilities. Compensation and Benefits Base pay range: $75,400/yr – $100,000/yr. Actual base salary may vary based on experience, tenure, internal pay comparisons, performance, business sector, and location. In addition to base salary, eligibility for incentive programs may apply. EEO and Accessibility Equal Opportunity Employer. TIAA does not discriminate on age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Accessibility support is available for applicants requiring accommodations. Drug and smoking policy: drug-free and smoke-free workplace. #J-18808-Ljbffr