Financial Consultant

Key Responsibilities and Duties

• 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 important 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 strong relationships with Institutional Plan Sponsors.

• Required:
  
  2+ years of financial services experience.
• Required:
  
  Series 7, Series 63 and life and health insurance licenses completed within 120 days of start date.
• Preferred: 3+ years of financial services experience.
• Preferred:
  Series 7, Series 63 and life and health insurance licenses completed.

• Travel up to 50%.

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.