Virtual Financial Consultant

TIAA; Charlotte (NC); Hybrid; USD 70,600 - 103,000; Full time

Job summary

TIAA in Charlotte, North Carolina is looking for a Financial Planner to engage with retirement plan participants and provide financial advice on various investment options. The ideal candidate will possess a university degree and have at least 3 years of financial planning experience, along with necessary licenses.

The position offers a hybrid working environment with a compensation range of $70,600 to $103,000 annually based on various factors including experience and geographic location.

Qualifications

• 3+ years of financial planning experience preferred.
• Life and Health Insurance License (Resident State) – multiple issuers required within 120 days.
• FINRA Registrations: Series 7; Series 63.

Responsibilities

• Counsels participants on pension plans and investment options.
• Educates and facilitates new product purchases.
• Interacts with retirement plan participants for customer service.
• Informs financial advice based on tax and investment strategies.
• Communicates with cross-business partnerships.
• Develops relationships with institutional plan sponsors.

Skills

Accountability

Business Acumen

Client Relationship Management

Negotiation

Problem Solving

Relationship Management

Education

University (Degree) Preferred

Job description

Key Responsibilities And Duties

• Counsels participants on their pension plans, tax‑deferred annuities and other available investment options to help clients retain and increase assets.
• Educates, recommends, and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529, 403(b), bank products, life insurance and others) and provides authoritative information for important personal financial planning decisions.
• 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' needs and objectives.
• Communicates internally with cross‑business partnerships to develop and implement TIAA products and services that support clients and company initiatives.
• Develops and maintains strong relationships 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

• Sedentary work

Career Level & Expectations

7IC – 3+ years of financial planning experience preferred. This is a hybrid working environment requiring a minimum of three days in the office per week.

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

Compensation

Base Pay Range: $70,600/yr – $103,000/yr. May vary based on experience, time in role, salary of internal peers, prior performance, business sector, and geographic location.

Anticipated Posting End Date

2026-07-10

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.