Financial Consultant

Nuveen; Chicago (IL); Hybrid; USD 73,000 - 96,000; Full time

Job summary

TIAA, in partnership with Nuveen, seeks a Financial Consultant to provide in-person and virtual counseling on retirement plans and investments. You will guide participants through products, educate on options, and facilitate purchases with a focus on long-term financial goals.

You will leverage tax and investment strategies, support client service, and collaborate across departments to drive solutions for plan sponsors and participants.

Qualifications

• Counsels participants on pension plans, tax-deferred annuities and other investment options.
• Educates, recommends and facilitates new product purchases including mutual funds, annuities, IRAs, 529 and 403b, life insurance and more.
• Works with retirement plan participants to provide customer service and fulfill transactions and service requests.
• Uses tax and investment strategies to inform financial advice based on client needs and objectives.
• Coordinates with cross-business teams to support products and initiatives and builds relationships with institutional sponsors.

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).
• 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 relationship with Institutional Plan Sponsors.

Skills

Financial planning

Client relationship

Retirement planning

Communication

Sales mindset

Education

Bachelor's degree (finance/business)

Tools

Series 7

Series 63

Life and Health Insurance License (Resident)

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 DutiesCounsels 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 RequirementsUniversity (Degree) PreferredWork Experience3+ Years Required; 5+ Years PreferredFINRA RegistrationsSRC Indicator: Series 7; Series 63Licenses and CertificationsLife and Health Insurance License (Resident State) - Multiple Issuers required within 120 DaysPhysical RequirementsPhysical Requirements: Sedentary WorkCareer Level7ICThis 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.Related SkillsAccountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning SellingAnticipated Posting End Date:2026-12-07Base Pay Range: $72,700/yr - $95,500/yrActual 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 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)._____________________________________________________________________________________________________Company OverviewEvery 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. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.Our Culture of ImpactAt TIAA, we're on a mission to build on our 100+ year legacy of delivering for our 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. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. 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.Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .Equal OpportunityWe 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.Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices.Accessibility SupportTIAA 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.If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:Phone: [phone]Email: [e-mail] and Smoking PolicyTIAA maintains a drug-free and smoke/free workplace.