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Financial Consultant
TIAAFinancial Consultant providing in-person and virtual counseling on TIAA products and services. Aiding clients in achieving their financial goals through various communication methods.
Posted 5/6/2026full-timeAmherst • New York • 🇺🇸 United StatesMid-LevelSenior💰 $75,400 - $100,000 per yearWebsite
About the role
Key responsibilities & impact- Provides in-person and virtual counseling for all participants
- Counsels participants on their pension plans and investment options
- Educates, recommends, and facilitates new product purchases
- Interacts with retirement plan participants to provide customer service
- Utilizes knowledge of tax and investment strategies for financial advice
- Communicates internally with cross-business partnerships
Requirements
What you’ll need- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- FINRA Registrations: Series 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Benefits
Comp & perks- Superior retirement program
- Highly competitive health, wellness, and work-life offerings
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Hard Skills & Tools
financial adviceinvestment strategiespension plansproduct purchasescustomer service
Soft Skills
counselingcommunicationinterpersonal skillsfacilitation
Certifications
FINRA Series 7FINRA Series 63Life and Health Insurance License