Financial Consultant

Nuveen; City of Ithaca (NY); Híbrido; USD 73.000 - 96.000; Jornada completa

Descripción de la vacante

TIAA offers a hybrid flex role focused on delivering retirement planning guidance and investment solutions to clients. You will counsel participants, educate on products such as mutual funds, annuities, IRAs, and life insurance, and execute service requests with precision.

Travel is regional, with at least 3 days per week on-site at client institutions and up to 25% travel, while remote work is possible for the rest of the week.

Formación

• University degree required.
• 3+ years of related experience; 5+ years preferred.
• FINRA registrations: Series 7; Series 63; Life & Health Insurance License (Resident State) required within 120 days.

Responsabilidades

• Counsels participants on pension plans, tax-deferred annuities, and investment options to help retain/increase assets.
• Educates and facilitates purchases of mutual funds, annuities, IRAs, 529/403b, bank products, and life insurance.
• Interacts with retirement plan participants to provide excellent service and process transactions.
• Uses tax and investment knowledge to tailor financial advice to client needs and objectives.
• Collaborates with internal teams to develop and implement TIAA/Nuveen products and services.
• Builds and maintains relationships with Institutional Plan Sponsors.

Conocimientos

Accountability

Business Acumen

Client Relationship Management

Communication

Negotiation

Problem Solving

Educación

University degree

Descripción del empleo

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

Career Level 7IC 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.

Related 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

Anticipated Posting End Date: 2026-10-12

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. 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 Overview

Every 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 we're a market-leading retirement company fueled by world-class asset management.

But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At 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 Rewards

The 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 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.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

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. 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].

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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