Virtual Financial Consultant Multi-Lingual; Spanish

Overview

Virtual Financial Consultant Multi-lingual provides virtual counseling in multiple languages for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This role covers institutions aligned to regional structures and 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, you will receive training on TIAA's products. The role is non-exempt and paid hourly with overtime eligibility during training. After the training period, the role becomes exempt and paid salaried at the same rate (weekly salary equals hourly rate multiplied by 40) with overtime eligibility ending. All licenses must be obtained within 120 days from start date.

• Counsels participants in multiple languages on pension plans, tax-deferred annuities and other available investment options to help clients retain and grow 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 personal financial planning decisions.
• Interacts with retirement plan participants to provide exceptional customer service and execute transactions 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.

• University (Degree) Preferred

• 3+ Years Required; 5+ Years Preferred

• SRC Indicator:
  Series 7;
  Series 63

• Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

• Sedentary Work

7IC

• This is a hybrid role which would require at least three days in the Frisco or Charlotte office per week
• Requires passing Spanish Assessment

Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

Base Pay Range: $75,400/yr - $92,300/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the compensation package may include participation in incentive programs depending on role and performance.

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. We are dedicated to fighting for our clients and the Americans who need us.

At TIAA, we are on a mission to build on our legacy of delivering for clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. We value:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We work in a collaborative environment where teams cross boundaries to accelerate innovation and deliver meaningful results.

The organization offers a comprehensive Total Rewards package, including a retirement program and competitive health, wellness and work-life offerings to support well-being. To learn more, review our Benefits Summary.

We are an 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. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and government notices here.

TIAA offers support for those who need assistance with our online application process to provide equal opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation, please contact our accessibility support team:
Phone: ;
Email: accessibility.support

TIAA maintains a drug-free and smoke-free workplace.

For Applicants residing in US and other regions, see privacy notices provided by TIAA and affiliates.

TIAA is committed to equal opportunity across all employment practices and…