Financial Consultant

TIAA

Financial Consultant providing in-person and virtual counseling for TIAA products. Helps clients achieve financial goals with expert advice and education on financial products in a hybrid work environment.

Posted 6/19/2026full-timePhoenix • Arizona • 🇺🇸 United StatesMid-LevelSenior💰 $72,700 - $95,500 per yearWebsite

About the role

Key responsibilities & impact

Provides in person and virtual counseling for participants, beneficiaries, and financial representatives
Counsels participants on pension plans, tax deferred annuities, and other investment options
Educates and recommends product purchases
Provides exceptional customer service and executes transaction requests

Requirements

What you’ll need

3+ Years Required; 5+ Years Preferred
FINRA Registrations: Series 7; Series 63
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Strong relationship management skills
Ability to educate clients about financial strategies

Benefits

Comp & perks

Health insurance
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

pension planstax deferred annuitiesinvestment optionsfinancial strategies

Soft Skills

customer servicerelationship managementeducational skills

Certifications

FINRA Series 7FINRA Series 63Life and Health Insurance License