National Financial Consultants (NFC) - Plan Event Team-5

Dormont Manufacturing Co; Nouvelle-Calédonie; On-site; EUR 63,744 - 83,735; Full time

Job summary

TIAA is seeking a Financial Consultant to provide in-person and virtual counseling on the full spectrum of products and services. You will train during an initial period as a non-exempt hourly role with overtime eligibility, then transition to salaried exempt status with a 40-hour workweek.

Licenses must be obtained within 120 days. The role focuses on guiding participants and sponsors through retirement plans, investments and financial planning, while delivering exceptional service and

Qualifications

• University degree preferred.
• 3+ years financial counseling/advisory experience required; 5+ years preferred.
• Must hold Life and Health Insurance License (Resident State) with multiple issuers within 120 days.
• FINRA Series 7 and Series 63 registrations required.
• Strong knowledge of tax and investment strategies.

Responsibilities

• Counsels participants on pension plans, tax-deferred annuities, and investments to help grow assets.
• Educates and facilitates new product purchases (mutual funds, annuities, IRAs, 529/403b, bank products, life insurance).
• Interacts with participants to provide service and process transactions.
• Uses tax and investment knowledge to tailor financial advice.
• Collaborates with cross-business teams to support clients and initiatives.
• Maintains relationships with Institutional Plan Sponsors.

Skills

Financial advisory

Customer service

Communication

Cross-selling

Education

University degree

Tools

FINRA Series 7/63

Job description

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. During your initial period of employment, you will receive training on TIAA’s products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.

Key Responsibilities and Duties

• 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 relationship with Institutional Plan Sponsors.

Educational 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

Physical Requirements

Physical Requirements: Sedentary Work

Base Pay Range

$72,700/yr – $95,500/yr

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

Drug and Smoking Policy

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

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