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TIAA

Senior Financial Consulting Director – National Plan Level Events

TIAA

Senior Financial Consulting Director supervising professional level Financial Consultants at TIAA. Develops strategies for financial planning advice in person, phone or virtually.

Posted 5/19/2026full-timeFrisco • Illinois, New York, North Carolina, Texas • 🇺🇸 United StatesSenior💰 $131,200 - $233,600 per yearWebsite

About the role

Key responsibilities & impact
  • Supervises professional level Financial Consultants
  • Supports institutions aligned to regional structures
  • Develops strategies and services for offering financial planning advice

Requirements

What you’ll need
  • 8+ Years of required Work Experience
  • 10+ Years Preferred
  • FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24

Benefits

Comp & perks
  • 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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Soft Skills
supervisionstrategic developmentfinancial planning
Certifications
Series 7Series 63Series 65Series 66Series 24