Financial Consultant

TIAA

Financial Consultant providing in-person and virtual counseling on TIAA products and services. Helping clients with financial planning and retirement strategies in CT and RI.

Posted 5/24/2026full-timeHamden • Connecticut, Rhode Island • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Provides in person and virtual counseling for clients on TIAA products and services
Educates, recommends and facilitates new product purchases
Interacts with retirement plan participants to provide exceptional customer service

Requirements

What you’ll need

3+ years financial services experience
Series 7 and Series 63 completed within 120 days of start date
5+ years financial services experience preferred
Accountability
Business Acumen
Business Development
Client Relationship Management
Commercial Mindset
Communication
Financial Markets Impact
Inspires Others
Negotiation
Problem Solving
Relationship Management
Retirement Planning

Benefits

Comp & perks

superior retirement program
highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

AccountabilityBusiness AcumenBusiness DevelopmentClient Relationship ManagementCommercial MindsetCommunicationNegotiationProblem SolvingRelationship ManagementInspires Others

Certifications

Series 7Series 63