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TIAA

Event Team – National Financial Consultants

TIAA

Financial 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

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Certifications
Life and Health Insurance License