Hiring difference makers.

Financial Services Consultant Academy October

📁
Wealth Management
💼
TIAA
Share this Job
Join our Talent Network

COMPANY OVERVIEW:

 

As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.

 

When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.

 

To be difference makers.

 

For more information about TIAA, visit our website.

 

POSITION SUMMARY:

 

TIAA is committed to making financial well-being possible for its clients and equally committed to the well-being of its employees. Client Services & Technology (CS&T) develops and delivers the service experience for our clients, acting as the ‘service delivery hub.’ The National Contact Center (NCC) is the engagement center within CS&T.

 

Our Financial Services Consultants exemplify our corporate values.  As salaried licensed professionals our consultants are empowered to deliver excellence in customer service and help achieve financial results. They believe in putting our participants first in every interaction and through continuous improvement processes. Consultants operate as one team through interdepartmental collaboration and act with the highest degree of integrity in both client and employee interactions.

  • Professionals who do not have required licenses will be enrolled in programs to obtain the appropriate registrations/licenses, which could result in joining TIAA 1-8 weeks early.  We’ll pay you while we help you study and prepare to pass the exam(s)!

 

KEY RESPONSIBILITIES AND DUTIES:
 

The NCC is a team of Financial Services Consultants who deliver excellence in a challenging yet extremely rewarding environment. You’re empowered to help clients pursue their financial goals and using your high energy, engagement, positivity, and professionalism you are responsible for:

  • Being passionate about helping our clients and their financial well-being up to and through retirement
  • Providing exceptional client service and executing transactions and service requests
  • Leveraging multiple resources to educate clients through intuitive conversations
  • Providing financial guidance to our clients to help retain and increase assets and refer to business partners when appropriate
  • Collaborating across the organization to drive process improvements

Start your career in one of our NCC locations in Charlotte, Dallas, or Denver and engage our clients through phone calls and emails executing requests while providing financial guidance.

 

Preferred Qualifications: 

 

  • Certificate of completion for FINRA Securities Industry Exam (SIE)
  • Series 6 & 63 Registration or can be obtained within 60 days
  • State Life & Health Insurance or can be obtained within 60 days
  • Bachelor’s Degree or some college with professional designations
  • Financial Services experience
  • Three or more years of customer contact experience
  • Sales experience is a plus
  • Bi-Lingual in Spanish is a plus

Shifts and Time Off During Training:

  • Must be available  between the hours of 8am-4:30pm local time during training
  • Hours of operation are 7am-9pm Mon-Fri and 8am-5pm Saturdays. Shift availability varies and our consultants rotate every 5th week to work Saturdays. To position our consultants for success, please note that time off is limited during training

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.

Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions

WORK AT TIAA

As a Fortune 100 financial services organization, we offer many different opportunities for you to grow in your career.

We're committed to hiring amazing people and strive to give all our employee opportunities to grow in a culture that embraces diversity, integrity, innovation and performance.

WHY TIAA

"The clients we serve drive the culture at TIAA and it's what makes us unique."

Ryan Simmons
Associate, Global Real Estate, Commercial Mortgage Investments
Employee and participant since 2007

LEARN MORE ABOUT TIAA

WHO WE ARE

We are TIAA. Created to serve. Built to perform.

OUR HISTORY

Our history of dedicated service goes back nearly 100 years.

LEARN MORE

DIVERSITY

We're proud of our diverse backgrounds and perspectives.

FIND OUT MORE

CAREER AREAS

Explore our career areas to see where you might fit best.

SEE CAREER AREAS

OUR BENEFITS

The overall health of our employees is important to us.

VIEW BENEFITS

MAKE A DIFFERENCE

Make a Difference

Meet some incredible people making a difference

To mark our 100th year, we're honoring Difference Makers by donating $1 million to the organizations they support. Thousands were nominated, and we want to share their inspiring stories with you.

SEE THEIR STORIES

AWARDS & RECOGNITION

We're not in it for the trophies, but it's nice to be recognized for how we're different

We focus on driving performance and helping our customers achieve their own goals while staying true to our mission and values. The recognition we receive isn't only about how we perform; it's also about who we are and what we believe.

The Best Employers for Diversity, Forbes 2018
Top 50 Companies For Diversity, DiversityInc. 2018
Top 10 Companies For Executive Women, National Association of Female Executives 2018
Best Companies for Diversity, Black Enterprise 2017

VIEW ALL AWARDS

EQUAL OPPORTUNITY

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.

LEARN MORE

ACCESSIBILITY SUPPORT

Assistance for those with disabilities or accessibility needs

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.