Financial Consultant

Overview

The Financial Consultant provides in person and virtual counseling 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 on an hourly basis with eligibility for overtime during the training period. After the training period, the role will be exempt and paid on a salaried basis at the same rate (weekly salary equal to hourly rate multiplied by 40) with no overtime eligibility.

All licenses must be obtained within 120 days from the start date.

• 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 upon which personal financial planning decisions are based.
• 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

• Physical Requirements:
  
  Sedentary Work

7IC

Base Pay Range: $75,400/yr - $100,000/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 an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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. Weʼre not just another legacy financial services firm. We strive to fight for our clients and the many Americans who need us.

At TIAA, we are on a mission to build on our 100+ year 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 are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients  lives grows stronger.

The organization is committed to making financial well-being possible for its clients and to the well-being of our associates. Our benefits include a comprehensive Total Rewards package designed to support…