Hiring difference makers.

Financial Services Consultant, Registered/Licensed (Oct. 28)

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Wealth Management
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TIAA
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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 .

    

 

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.

 


Required Qualifications: 

 

  • Active FINRA Series 6 or Series 7 licensure  

 

Preferred Qualifications: 

 

  • Certificate of completion for FINRA Securities Industry Exam (SIE)
  • Series 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

 

Required Shifts:

 

  • Must be available  between the hours of 8am-5pm local time during training
  • Hours of operation are 8am-10pm ET Mon-Fri and 8am-5pm ET Sat. 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.

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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.

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