Associate Financial Consultant

Assoc Financial Consultant
The Associate Financial Consultant is a position that resolves deals related to products and services for internal and external clients; ensures compliance with current laws and regulations. During your initial period of employment, you will receive training on TIAA’s products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay.  After the training period has concluded, based on the client-facing duties of the position, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay.  During your initial period of employment, you will receive training on TIAA’s products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay.  After the training period has concluded, based on the client-facing duties of the position, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. .

• Introduces products and services to clients.
• Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
• Reviews day-to-day execution of deals to ensure quality and efficiency.
• Monitors business performance and market conditions when implementing new services.

Qualifications

• 2 Years Required; 3 Years Preferred

• University (Degree), Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Physical Requirements

• Physical Requirements: Sedentary Work

Preferred Education

• University (Degree)

Career Level
6IC

Required Qualifications:

• 2 years of customer service or financial services sales experience
• FINRA Series 7 and 63 Registered Representative and State Insurance Licensing within 120 days.  Candidates with Series 7 and 63 strongly preferred at time of application
• Travel required.  Valid U.S. Driver's License required

Preferred Qualifications:

• 3 years of customer service or financial services sales experience
• Bachelor's degree
• Professional designation strongly desired:  CFP, CLU, ChFC, etc.
• Expert knowledge of financial planning concepts; including a broad knowledge of TIAA products
• Must be highly organized and capable of proficiently handling multiple tasks in a fast-paced environment
• Excellent communication and sales skills, including experience presenting to large audiences
• Agility in determining and managing priorities
• Key traits: integrity, understanding, team player, results-driven, personal excellence, embodies an entrepreneurial and innovative spirit

Potential Salary: $35.02 USD

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are 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.

Read more about the Equal Opportunity Law here.

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: accessibility.support@tiaa.org

Privacy Notices

For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

For all other residents, click here to access the Applicant Privacy Notice.