Financial Consultant II

About the role

This position 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. The 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 your initial period of employment, you will receive training on TIAA's products. The role will be non-exempt during this time, meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period, the role will become exempt, and you will be paid on a salaried basis at the same rate (your weekly salary will equal your hourly rate multiplied by 40) and will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from your start date.

This is a hybrid flex position involving regional travel to client institutions at least 3 days per 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.

Responsibilities

• Counsel participants on their pension plans, tax-deferred annuities, and other available investment options to help clients retain and increase assets.
• Educate, recommend, and facilitate new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b plans, bank products, life insurance, and others) and provide authoritative information for important personal financial planning decisions.
• Interact with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
• Utilize knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
• Communicate internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
• Develop and maintain strong relationships with Institutional Plan Sponsors.

Requirements

• University degree preferred.
• 3+ years of work experience required; 5+ years preferred.
• FINRA Registrations: Series 7 and Series 63 licenses required.
• Life and Health Insurance License (Resident State) from multiple issuers required within 120 days of start date.

Physical Requirements: Sedentary work.

Skills

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

Pay

Base Pay Range: $72,700/yr - $95,500/yr. Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Benefits

The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being of its associates. The Total Rewards package includes:

• A superior retirement program.
• Highly competitive health, wellness, and work-life offerings to help achieve and maintain physical, emotional, and financial well-being.