Experienced Financial Consultant – Hybrid Remote Opportunity for a Dynamic Financial Services Professional

About the Role

We are seeking an experienced and highly skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in providing exceptional financial planning advice to our clients, helping them achieve their immediate and long-term financial goals. This is a hybrid remote opportunity, offering the flexibility to work from home and collaborate with our team in a dynamic and supportive environment.

About Our Company

TIAA is the leading provider of financial services in the academic, research, medical, cultural, and government fields. With over 100 years of experience, we offer a wide range of financial solutions, including investing, banking, advice, and education, and retirement services. Our mission is to make financial well-being possible for our clients, and we are committed to providing a comprehensive Total Rewards package that supports the well-being of our associates and their loved ones.

Key Responsibilities and Duties

• Counsels participants on their pension plans, tax-deferred annuities, and other available investment options to help clients retain and increase assets.
• Edifies, recommends, and facilitates new product purchases, including retail mutual funds, annuities, IRAs, 529, and 403(b), bank products, life insurance, and others.
• Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
• Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
• Communicates internally with cross-business partnerships to develop and implement the organization's products and services to support clients and company initiatives.
• Develops and maintains strong relationships with Institutional Plan Sponsors.

Essential Qualifications

To be successful in this role, you will need:

• 3+ years of experience in financial services, with a focus on financial planning and consulting.
• A strong understanding of financial products, including retirement plans, annuities, and investment options.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
• Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
• FINRA registrations, including Series 7 and Series 63.
• A Life and Health Insurance License (Resident State) from multiple issuers.

Preferred Qualifications

We are looking for candidates with:

• 5+ years of experience in financial services, with a focus on financial planning and consulting.
• A bachelor's degree in a related field, such as finance, accounting, or business.
• Experience working with institutional clients, including universities, research institutions, and non-profit organizations.
• Knowledge of tax and investment strategies, including retirement planning and estate planning.

Skills and Competencies

To succeed in this role, you will need to possess:

• Strong business acumen, with the ability to analyze complex financial data and develop effective solutions.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
• Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
• Ability to work in a fast-paced environment, with multiple priorities and deadlines.
• Strong attention to detail, with the ability to ensure accuracy and precision in all work products.

Career Growth Opportunities and Learning Benefits

We are committed to supporting the growth and development of our associates, with opportunities for career advancement and professional development. Our comprehensive Total Rewards package includes:

• Competitive salary and bonus structure.
• Comprehensive health, wellness, and work-life benefits.
• Opportunities for professional development and career advancement.
• Access to cutting-edge technology and tools.
• A dynamic and supportive work environment.

Work Environment and Company Culture

We are proud to offer a dynamic and supportive work environment, with a culture that values:

• Collaboration and teamwork.
• Innovation and creativity.
• Continuous learning and professional development.
• Work-life balance and flexibility.
• Diversity, equity, and inclusion.

Compensation, Perks, and Benefits

We offer a competitive compensation package, including:

• Base salary: $31.37/hr. - $50.53/hr.
• Comprehensive health, wellness, and work-life benefits.
• Opportunities for professional development and career advancement.
• Access to cutting-edge technology and tools.
• A dynamic and supportive work environment.

How to Apply

If you are a motivated and experienced financial services professional looking for a new challenge, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, to:

Apply To This Job

About TIAA

TIAA is the leading provider of financial services in the academic, research, medical, cultural, and government fields. With over 100 years of experience, we offer a wide range of financial solutions, including investing, banking, advice, and education, and retirement services. Our mission is to make financial well-being possible for our clients, and we are committed to providing a comprehensive Total Rewards package that supports the well-being of our associates and their loved ones.

Equal Opportunity Employer

TIAA is an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

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Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box