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Financial Consulting Director
TIAAVirtual Financial Consulting Director supervising financial consultants providing client financial planning. Working with educational institutions and developing financial planning strategies.
Posted 4/15/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesLead💰 $130,000 - $175,000 per yearWebsite
About the role
Key responsibilities & impact- Supervise Virtual Financial Consultants on participant inquiries
- Educate clients on financial products
- Maintain relationships with Institutional Plan Sponsors
- Develop strategies for financial planning advice
Requirements
What you’ll need- 5 years of institutional retirement experience
- 7+ years of institutional retirement experience preferred
- Series 7, Series 63, and Series 24 certifications
- Significant leadership experience in Sales
- Demonstrated ability to coach and develop a team
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
- Flexible working arrangements
- Wellness programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
leadershipcoachingteam developmentrelationship managementclient educationstrategic planning
Certifications
Series 7Series 63Series 24