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 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
• 3+ Years Financial Services Experience 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
• Client Relationship Management
• Commercial Mindset
• Communication
• Financial Markets Impact
• Problem Solving
• Relationship Management
• Retail Banking
• Retirement Planning Selling

Benefits

• Competitive Compensation Package
• Annual Discretionary Incentive Programs
• Non-Annual Sales Incentive Plans
• Other Non-Annual Incentive Plans

Pay

Competitive base salary, with potential for additional incentives. Base salary may vary based on experience, time in role, peer base salaries, prior performance, business sector, and geographic location.

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.