Virtual Financial Consultant

TIAA; Dallas (TX); On-site; USD 70,600 - 103,000; Full time

Job summary

TIAA is seeking a Virtual Financial Consultant based in Dallas, Texas. This role involves providing virtual counseling on TIAA products and services to clients through phone and video chat. Candidates should possess strong financial knowledge and be able to assist clients with financial planning. A university degree and relevant licenses are preferred.

The position offers a competitive salary range of $70,600 to $103,000 annually, depending on experience, with the possibility of additional incentives related to performance.

Qualifications

• Must obtain licenses within 120 days of start date.
• 3+ years of experience is required; 5+ years preferred.
• Securities registrations Series 7 and Series 63 are mandatory.

Responsibilities

• Counsel participants on pension plans and investment options.
• Educate and facilitate product purchases, providing authoritative financial information.
• Provide exceptional customer service and execute service requests.

Skills

Accountability

Business Acumen

Client Relationship Management

Problem Solving

Financial Markets Impact

Education

University Degree

Job description

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

• Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
• 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.
• 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' financial needs and objectives.
• Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
• Develops and maintains strong relationship 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

• 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

Base Pay Range

$70,600/yr - $103,000/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).

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.