Financial Consultant II, Field

TIAA

Financial Consultant providing in-person and virtual counseling for clients. Advising on TIAA financial products and services to achieve financial goals.

Posted 5/17/2026full-timePrinceton • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $75,400 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Provide in-person and virtual counseling for clients on financial products and services
Educate, recommend, and facilitate new product purchases
Interact with retirement plan participants to execute transaction requests
Develop and maintain strong relationships with Institutional Plan Sponsors

Requirements

What you’ll need

3+ years of experience required; 5+ years preferred
Bachelor’s degree preferred
FINRA Registrations - Series 7; Series 63 licenses required within 120 days
Life and Health Insurance License (Resident State) required within 120 days
Strong relationship management skills
Knowledge of tax and investment strategies

Benefits

Comp & perks

Health insurance
Superior retirement program
Highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial productsinvestment strategiestax strategies

Soft Skills

relationship managementcounselingcommunication

Certifications

FINRA Series 7FINRA Series 63Life Insurance LicenseHealth Insurance License