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Event Team – National Financial Consultants
TIAAFinancial Consultant providing in person and virtual counseling for TIAA financial products. Aiding clients in achieving their immediate and long-term financial goals through expert advice.
Posted 7/2/2026full-timeCharlotte • New York, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $72,700 - $95,500 per yearWebsite
About the role
Key responsibilities & impact- Provides in person and virtual counseling for participants
- Counsels participants on their pension plans and investment options
- Educates and facilitates new product purchases
- Communicates internally to develop and implement TIAA products and services
- Develops and maintains strong relationship with Institutional Plan Sponsors
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
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Certifications
Life and Health Insurance License