Associate Financial Consultant (AFC National Plan Event Team)

Key Responsibilities and Duties Answers participant questions on their pension plans, tax‑deferred annuities and other available investment options to help clients retain and grow assets. Educates 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 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 strong relationships with Institutional Plan Sponsors. Educational Requirements University degree preferred. Work Experience 2+ years required; 3+ years preferred. FINRA Registrations Series 7; Series 63. Licenses and Certifications Life and Health Insurance License (Resident State) – multiple issuers required within 120 days. Physical Requirements Sedentary work. Career Level 6IC Pay Range Base Pay Range: $62,900 per year – $91,700 per year. Benefits and Total Rewards The organization offers a comprehensive Total Rewards package, including a superior retirement program and competitive health, wellness and work‑life offerings. Equal Opportunity 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. #J-18808-Ljbffr TIAA