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Financial Consultant
TIAAVirtual Financial Consultant at TIAA offering financial counseling and support across multiple platforms. Delivering advice via phone, video chat, and in person to clients' financial needs.
Posted 6/23/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $70,600 - $103,000 per yearWebsite
About the role
Key responsibilities & impact- Provides virtual counseling on TIAA products and services
- Educates and facilitates new product purchases
- Interacts with retirement plan participants to deliver exceptional service
- Develops relationships with Institutional Plan Sponsors
Requirements
What you’ll need- 3+ years of financial planning experience preferred
- FINRA Registrations (Series 7, Series 63)
- Life and Health Insurance License (within 120 days)
- University degree preferred
Benefits
Comp & perks- Retirement program
- Health, wellness, and work-life offerings
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Hard Skills & Tools
financial planningTIAA productsproduct purchases
Soft Skills
customer servicerelationship buildingcommunication
Certifications
FINRA Series 7FINRA Series 63Life Insurance LicenseHealth Insurance License