Financial Services Consultant

Insight Global; Frisco (TX); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

HSA and FSA options

401k with employer matching

Paid time off

Job summary

TIAA is seeking a Virtual Financial Consultant to deliver personalized retirement planning and financial guidance to participants via Zoom and phone.

You will conduct about 30 client meetings per week on retirement readiness, rollovers, and income planning, and collaborate with regional teams across territories. This hybrid role is 3-days/week onsite and offers growth into Wealth Advisory, Retirement Income Consulting, and Asset Management.

Qualifications

• Minimum 3 years in financial services.
• 1–2 years in advising and wealth management (client-facing).
• Series 7 license.
• Series 63 or Series 66 license.
• Experience in retirement planning or wealth management.

Responsibilities

• Provide virtual retirement planning and guidance via Zoom/phone.
• Conduct about 30 client meetings per week on retirement readiness and income planning.
• Deliver high-quality client experiences aligned with the company's values.
• Document and handle administrative duties for client engagement.
• Collaborate with regional teams across assigned territories.

Skills

Client-facing experience

Financial services experience

Retirement planning knowledge

Tools

Series 7 License

Series 63 or 66 License

Job description

The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports TIAA’s Retirement Solutions business and offers long-term career growth into Wealth Advisory, Retirement Income Consulting, and Asset Management. This is a highly visible, client-facing role focused on helping participants understand where they stand today and how to successfully prepare for retirement. This is a hybrid, 3-days/week onsite role.

Day-to-Day

• Provide virtual retirement planning and financial guidance to participants via Zoom and phone
• Conduct approximately 30 client meetings per week supporting retirement readiness, rollovers, and income planning
• Deliver high-quality client experiences aligned with TIAA’s values, culture, and service standards
• Support participants in understanding retirement goals and pathways to successful retirement outcomes
• Maintain accurate documentation and complete administrative responsibilities related to client engagement
• Collaborate with regional teams supporting participants across assigned geographic territories

Must-Haves

• 3 years working in financial services institution
• 1-2 years working in advising and wealth management (client-facing)
• Series 7 License
• Series 63 License or Series 66 License
• Experience in retirement planning, wealth management, or financial consulting

Plusses

• Life and Health Insurance License (Resident State)

Compensation

$85,000 base salary + an additional variable bonus.

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.