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Wealth Management Outreach Consultant

Job ID: 1708438
Category: Client Services/Sales/Wealth Mgmt
Location: Charlotte, NC
Post Date: April 20, 2017


Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.

By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals. We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.

For more information about TIAA, visit our website.


The Individual Advisory Outreach Consultant (IAOC) works in partnership with TIAA Wealth Management Advisory teams. He/she proactively contacts unengaged TIAA clients, referrals and marketing leads to introduce TIAA’s Wealth Management Advisory services.


  • The IAOC will reach out to proactively existing TIAA clients and prospects to introduce TIAA’s Individual Advisory Services with the goal of initiating the advisory relationship while scheduling an appointment with our TIAA Wealth Management advisory team.
  • The IAOC will reach out to clients who have been referred to TIAA Individual Advisory Services with the goal of initiating the advisory relationship while scheduling an appointment with our TIAA Wealth Management advisory team.
  • Using the Consultative Sales Process, the IAOC will complete initial client call and pre-discovery meeting to determine client’s current financial situation, potential future needs and Outside Investable Assets.
  • Ability to excel within a team setting and drive team performance
  • Ability to manage multiple priorities effectively.
  • Ability to manage business partner relationships and expectations
  • Growth Mindset- the mindset that allows you to thrive and grow. Ability to lead through change, lead team innovation, values driven
  • Ability to manage your own business with autonomy and adapt to ever-changing business environment


Minimum Qualifications:
  • Bachelor’s Degree
  • Series 7 or required to obtain within 120 days
  • 1 to 3 years of experience
  • Experience with Client Relationship Management (CRM) systems
  • Knowledge of the Wealth Management value proposition, products and services (retirement planning, investments, estate planning, etc.)

Preferred Qualifications:

  • 3 to 5 years of experience
  • Experience with or willingness to learn the Consultative Sales Process
  • Excellent interpersonal skills, written and verbal, with an ability to engage and educate clients, and close business
  • Working knowledge and understanding of financial markets, products and services

Acceptance of the position requires an 18 month commitment prior to posting for other roles within the organization.

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.

If you need assistance applying due to being visually or hearing impaired, please email Careers Help.

We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status.

*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921