Financial Consultant

About the role

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 job 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.

Responsibilities

• Counsels participants on their pension plans, tax deferred annuities and other available investment options in order 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 important personal financial planning decisions are based.
• 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.

Requirements

• University (Degree) Preferred
• Work Experience: 3+ Years Required; 5+ Years Preferred
• FINRA Registrations: SRC Indicator: Series 7; Series 63
• Licenses and Certifications: Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Qualifications

• Physical Requirements: Sedentary Work
• Career Level: 7IC

Skills

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

Benefits

• Base Pay Range: $72,700/yr - $95,500/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.
• Competitive compensation package may include, depending on the role, 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).

Pay

Base Pay Range: $72,700/yr - $95,500/yr

Schedule

This is a hybrid flex position involving regional travel to client institutions at least 3 days/week with the ability to work remotely the rest of the week. This position may also require occasional travel up to 25% of the time outside your assigned territory.