Financial Consultant

TIAA

Financial Consultant at TIAA providing financial counseling through various platforms to help clients achieve their financial goals. In-person and virtual client interactions with comprehensive financial advice.

Posted 5/31/2026full-timeRichmond • Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $75,400 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Provides in person and virtual counseling for participants, beneficiaries, and their representatives
Offers financial planning advice via in person, phone and video chat
Counsels participants on their pension plans and investment options
Educates and facilitates new product purchases and provides authoritative information
Interacts with retirement plan participants to provide exceptional customer service
Utilizes knowledge of tax and investment strategies to inform financial advice
Develops and maintains strong relationships with Institutional Plan Sponsors

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) required within 120 Days

Benefits

Comp & perks

Comprehensive Total Rewards package
Competitive health, wellness and work life offerings
Superior retirement program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment strategiespension plansproduct educationcustomer service

Soft Skills

counselingrelationship buildingcommunication

Certifications

FINRA Series 7FINRA Series 63Life and Health Insurance License