Financial Consultant

The Financial Consultant provides in person and virtual counseling for participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the full spectrum of TIAA products and services. The role covers institutions aligned to regional structures and offers financial planning advice via in person, phone, and video chat to help clients achieve both immediate and long‑term goals. During the initial training period you will be paid hourly with overtime; after training the position becomes exempt and salaried at 40 hours/week. All required licenses must be obtained within 120 days of starting. Hybrid Flex Position Regional travel to client institutions at least 3 days a week, with the ability to work remotely the rest of the week. Occasional travel up to 25% of the time outside your assigned territory may also be required. Key Responsibilities Counsel participants on pension plans, tax‑deferred annuities and other investment options to help clients retain and grow assets. Educate, recommend, and facilitate new product purchases (mutual funds, annuities, IRAs, 529, 403(b), bank products, life insurance, and others) and provide authoritative information to support financial planning decisions. Interact with retirement plan participants to provide exceptional customer service and execute transaction and service requests. Use knowledge of tax and investment strategies to inform financial advice tailored to clients’ needs and objectives. Communicate internally with cross‑business partnerships to develop and implement TIAA products and services in support of clients and company initiatives. Develop and maintain strong relationships with Institutional Plan Sponsors. Educational Requirements University degree preferred. Work Experience 3+ years required; 5+ 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 7IC. Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling. Compensation Base pay range $75,400/yr – $100,000/yr. Pay may vary based on experience, role, industry, location and peer comparison. Additional incentives may be available through performance‑based programs. Benefits and Total Rewards The organization offers a comprehensive Total Rewards package including a superior retirement program, competitive health and wellness benefits, and work‑life offerings. For a full summary, review the Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Accessibility Support For U.S. applicants needing a reasonable accommodation for the online application, contact the accessibility support team: Phone: View phone number on click.appcast.io; Email: View email address on click.appcast.io. Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace. Privacy Notices For applicants of TIAA, Nuveen, and Affiliates residing in the U.S. (other than California), California, and abroad, refer to the respective privacy notice links provided in the posting. Anticipated Posting End Date 2026‑06‑19 #J-18808-Ljbffr