Virtual Financial Consultant

TIAA; Charlotte (NC); Remote; USD 65,000 - 109,000; Full time

Job summary

An established industry player is seeking a Virtual Financial Consultant to provide expert financial advice and counseling to clients. This role involves guiding participants through their financial journeys, offering tailored solutions for retirement planning, and fostering strong relationships with clients. The position requires a blend of financial knowledge and exceptional communication skills, as you'll be engaging with clients through various platforms. The company values its associates and offers a comprehensive benefits package, ensuring a supportive work environment. If you're passionate about helping others achieve their financial goals, this opportunity is for you.

Benefits

Comprehensive health benefits

Retirement program

Wellness offerings

Work-life balance initiatives

Qualifications

• 3+ years of experience in financial consulting or a related field.
• Licenses must be obtained within 120 days from start date.

Responsibilities

• Counsels clients on pension plans and investment options.
• Educates and facilitates new product purchases for clients.

Skills

Accountability

Business Acumen

Client Relationship Management

Communication

Negotiation

Problem Solving

Retirement Planning Selling

Education

University Degree

Job description

Virtual Financial Consultant
The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.

Key Responsibilities and Duties

1. Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
2. Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
3. Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
4. Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
5. Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
6. Develops and maintains strong relationship with Institutional Plan Sponsors.

Educational Requirements

1. University (Degree) Preferred

Work Experience

1. 3+ Years Required; 5+ Years Preferred

FINRA Registrations

1. SRC Indicator: Series 7; Series 63

Licenses and Certifications

1. Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

1. Physical Requirements: Sedentary Work

Career Level
7IC
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

Anticipated Posting End Date: 2025-04-22

Base Pay Range: $65,400/yr. - $109,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

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.

Read more about your rights and view government notices here.

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