Financial Consultant

TIAA

Financial Consultant providing counseling for TIAA products to help clients achieve financial goals. Engaging with clients through various communication methods for personalized financial advice.

Posted 6/16/2026full-timePrinceton • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $72,700 - $95,500 per yearWebsite

About the role

Key responsibilities & impact

Provides virtual counseling for financial products
Educates clients on investment options
Develops relationships with clients and institutional plan sponsors

Requirements

What you’ll need

University (Degree) Preferred
3+ years financial services experience
Series 7 and 63 completed within 120 days of start date

Benefits

Comp & perks

Health insurance
Retirement program
Paid time off
Wellness programs
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

counselingclient educationrelationship development

Certifications

Series 7Series 63