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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:

 

Senior Financial Consultant, Advice & Investment Services will work directly with TIAA’s core clients and prospects to deliver phone-based personalized investment solutions to help them work toward their long-term financial goals.  These individuals have the opportunity to provide guidance or offer assistance across a broad range of TIAA’s product lines. (Pension, Brokerage, IRA, etc.)

 

KEY RESPONSIBILITIES AND DUTIES:
 

This role includes both Inbound and Outbound client management to facilitate financial planning, investments, and asset consolidation. The ideal candidate can expect to participate in the following activities:

 
  • Engaging clients in exploratory conversations to gain an understanding of their financial position and uncover opportunities to deepen their relationship with TIAA
  • Assisting clients with account opening, rollovers, and asset allocation
  • Coordinating with appropriate business partners to provide a world-class experience to our customers
  • Resolving issues for clients; demonstrate strategic thinking when pursuing problem resolution and retention  
  • Follow practical application of all compliance, regulatory, and company policies and guidelines
  • FINRA Series 7 and 66, State Life/Health/Variable Annuity Insurance Licensing are required to be obtained within 120 days of start if not already held
  • Must comply with all regulatory requirements and remain in good standing with regulatory agencies
  • Acceptance of the position requires an 18 month commitment prior to posting for other roles within the organization.

 


 

MINIMUM QUALIFICATIONS:
  • 1+ years of financial services experience in a client facing role
  • Experience with financial services products, including retirement, mutual fund, brokerage, and life insurance products.

PREFERRED QUALIFICATIONS:

 
  • Bachelor’s degree
  • Operates well in a fast-paced environment:  self-starter, ability to execute without significant oversight, and ability to juggle multiple priorities.

  • Current FINRA Series 7 and 66; State Life/Health/Variable Annuity Insurance licensing


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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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.

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DIVERSITY

We're proud of our diverse backgrounds and perspectives.

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CAREER AREAS

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OUR BENEFITS

The overall health of our employees is important to us.

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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

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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.

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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.