Hybrid Financial Planner - Remote Options

TIAA; City of Syracuse (NY); Hybrid; USD 73,000 - 96,000; Full time

Job summary

TIAA is seeking a Financial Consultant to deliver in-person and virtual counseling to participants, prospects and beneficiaries across a range of products. The role combines training period with hourly non-exempt pay, transitioning to salaried exempt status after onboarding.

You will need to obtain all licenses within 120 days of start date. You will advise on pensions, tax-deferred plans and investments, and coordinate with institutional sponsors to grow client assets.

Qualifications

• Universidad degree preferred
• 3+ years required; 5+ years preferred in related roles.
• FINRA registrations and licenses noted in posting (Series 7; Series 63; Life and Health Insurance License).

Responsibilities

• Counsels participants on pension plans, tax-deferred annuities and investment options to help clients retain and grow assets.
• Educates on products (retail mutual funds, annuities, IRAs, 529/403b, bank products, life insurance) and provides financial planning guidance.
• Interacts with retirement plan participants to provide excellent service and process requests.
• Uses tax and investment knowledge to tailor advice to client needs and objectives.
• Collaborates across internal teams to support product offerings and company initiatives.
• Builds and maintains relationships with institutional plan sponsors.

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

Education

University degree preferred

Job description

TIAA is seeking a Financial Consultant to deliver in-person and virtual counseling to participants, prospects and beneficiaries across a range of products. The role combines training period with hourly non-exempt pay, transitioning to salaried exempt status after onboarding.

You will need to obtain all licenses within 120 days of start date. You will advise on pensions, tax-deferred plans and investments, and coordinate with institutional sponsors to grow client assets.