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Financial Consultant
TIAAFinancial Consultant providing in person and virtual counseling for TIAA products. Helping clients with financial planning advice to accomplish their immediate and long-term financial goals.
Posted 5/5/2026full-timeHackensack • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $75,400 - $100,000 per yearWebsite
About the role
Key responsibilities & impact- Provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives
- Counsels participants on their pension plans, tax deferred annuities and other available investment options
- Educates, recommends and facilitates new product purchases
- Interacts with retirement plan participants to provide exceptional customer service
Requirements
What you’ll need- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Benefits
Comp & perks- comprehensive Total Rewards package
- superior retirement program
- highly competitive health, wellness and work life offerings
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
pension planstax deferred annuitiesinvestment optionscustomer service
Soft Skills
counselingeducationrecommendationfacilitationinteraction
Certifications
Series 7Series 63Life and Health Insurance License