FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Financial Consultant
TIAAFinancial Consultant providing counseling on TIAA products and services in person and virtually. Supports clients in achieving their financial goals with expert advice and customer service.
Posted 6/30/2026full-timeSyracuse • New York • 🇺🇸 United StatesMid-LevelSenior💰 $72,700 - $95,500 per yearWebsite
About the role
Key responsibilities & impact- Provides in person and virtual counseling for participants and beneficiaries
- Counsels participants on 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
Requirements
What you’ll need- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Benefits
Comp & perks- Superior retirement program
- Highly competitive health
- Wellness and work-life offerings
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial AdviceTax StrategiesInvestment StrategiesProduct Facilitation
Soft Skills
Interpersonal CommunicationProblem Solving
Certifications
FINRA Series 63Life and Health Insurance License