Dedicated to helping clients plan for their financial well-being

A career as a financial consultant

Our financial consultants share a common mission – to provide our customers with fresh ideas and distinct perspectives to help them plan for lifelong financial well-being. Whether we’re helping clients plan for retirement, save for college or provide financial protection for loved ones, our mission guides all we do. To support our growing team, we regularly seek experienced professionals at both the individual contributor and director level roles.

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FINANCIAL CONSULTANTS

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What we offer

We want to help everyone achieve and maintain their best possible physical, emotional and financial health.

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MEET OUR PEOPLE

Sha’Shanna Crumpler

Associate Financial Consultant | Charlotte
B.S., Business Management, Penn State University
Employee and Participant since 2006

Sha’Shanna joined TIAA with solid customer care experience already under her belt. In her current role, she helps individuals with their financial planning through advice sessions and workshops. Sha’Shanna has her Series 6, 63 and life and health licenses and is currently pursuing her Master’s in Business Administration.

“My onsite workshops and advice sessions allow me not only to meet new and interesting people … but also to show the human side of TIAA. It is amazing.”

Did you know?

TIAA traces its roots back nearly 100 years to one of history’s great philanthropists, Andrew Carnegie.

We blend the heritage and heart of our mission with the high performance of a global financial organization, enabling us to impact millions of lives.

TIAA has offices in 17 countries and invests globally.

Thousands of TIAA employees volunteer each year at community events.

TIAA supports financial literacy in high schools through volunteer days across the country.

TIAA employees receive paid time off to participate in enterprise-approved community service projects.

TIAA offers a year-round matching gifts program for all employee donations to accredited colleges and universities and K-12 schools.

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