Institutional Retirement Plan Advisor

TIAA; Charlotte (NC); On-site; USD 42,000 - 53,000; Full time

Job summary

TIAA in Charlotte, NC seeks an Institutional Consultant to provide inbound/outbound call center support for institutional sponsors, offering plan design advice, retirement education, and compliance guidance.

You will build sponsor relationships, advise on governance, assist with Form 5500 filings and audits, and support third‑party advisors. Requires FINRA Series 6/63 and Life and Health licenses, 2+ years in financial services.

Qualifications

• 2+ years experience in financial services
• FINRA Series 6 and 63
• Life and Health Insurance License (Resident State) - Multiple Issuers required
• Series 7 preferred

Responsibilities

• Provide consultative guidance and client relationship management for plan sponsors and consultants.
• Advise on retirement plan design, governance, and compliance
• Educate and support third‑party advisors on lifetime income solutions and Form 5500 filings

Skills

Accountability

Business Acumen

Client Relationship Mgmt

Communication

Negotiation

Problem Solving

Retirement Planning

Education

University Degree Preferred

Job description

TIAA in Charlotte, NC seeks an Institutional Consultant to provide inbound/outbound call center support for institutional sponsors, offering plan design advice, retirement education, and compliance guidance.

You will build sponsor relationships, advise on governance, assist with Form 5500 filings and audits, and support third‑party advisors. Requires FINRA Series 6/63 and Life and Health licenses, 2+ years in financial services.