National Financial Planning Consultant

TIAA; Dallas (TX); Remote; USD 42,000 - 61,000; Full time

Job summary

TIAA is seeking an Associate Financial Consultant to provide virtual financial planning and advisory services to participants, new entrants, prospects, and beneficiaries. The role starts as non-exempt with hourly pay and overtime eligibility, transitioning to exempt salaried status after training, with licenses due within 120 days.

Responsibilities include answering questions, educating on investments, handling service requests, applying tax strategies, and collaborating across teams to support

Qualifications

• University degree preferred.
• 2+ years of experience; 3+ years preferred.

Responsibilities

• Answer participant questions on pension plans and investments to help grow assets.
• Educate and facilitate new product purchases (mutual funds, annuities, IRAs, 529/403b).
• Interact with retirement plan participants to provide service and process transactions.
• Apply tax and investment strategies to tailor financial advice.
• Collaborate with cross-business teams to implement TIAA products and services.
• Develop and maintain relationships with Institutional Plan Sponsors.

Skills

Financial planning

Client relationship management

Communication

Problem solving

Education

Bachelor's degree

Tools

FINRA Series 7

FINRA Series 63

Job description

TIAA is seeking an Associate Financial Consultant to provide virtual financial planning and advisory services to participants, new entrants, prospects, and beneficiaries. The role starts as non-exempt with hourly pay and overtime eligibility, transitioning to exempt salaried status after training, with licenses due within 120 days.

Responsibilities include answering questions, educating on investments, handling service requests, applying tax strategies, and collaborating across teams to support