TIAA
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Financial Consultant
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TIAA 1 week ago Be among the first 25 applicants Join to apply for the
Financial Consultant
role at
TIAA Get AI-powered advice on this job and more exclusive features. This range is provided by TIAA. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$75,400.00/yr - $100,000.00/yr The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.
Key Responsibilities And Duties
Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based. Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests. Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives. Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives. Develops and maintains strong relationship with Institutional Plan Sponsors.
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
FINRA Registrations
SRC Indicator: Series 7; Series 63
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
7IC
Related Skills
Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling
Anticipated Posting End Date
2025-09-05
Base Pay Range: $75,400/yr - $100,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Benefits And Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
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.
If You Are a U.S. Applicant And Desire a Reasonable Accommodation To Complete a Job Application Please Use One Of The Below Options To Contact Our Accessibility Support Team
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at TIAA by 2x Sign in to set job alerts for “Financial Consultant” roles.
Bellevue, WA $80,000.00-$100,000.00 2 weeks ago Bellevue, WA $75,000.00-$125,000.00 1 week ago Bellevue, WA $56,000.00-$72,000.00 4 days ago Bellevue, WA $88,000.00-$150,000.00 1 month ago Deputy Director, Financial Planning & Analysis – Global Policy & Advocacy
Seattle, WA $233,600.00-$394,700.00 22 hours ago Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
Seattle, WA $70,000.00-$350,000.00 6 days ago Bellevue, WA $185,000.00-$250,000.00 1 month ago Bothell, WA $100,000.00-$150,000.00 1 week ago Bellevue, WA $70,000.00-$105,000.00 2 weeks ago Seattle, WA $70,000.00-$100,000.00 1 week ago Bellevue, WA $55,000.00-$75,000.00 1 week ago Seattle, WA $81,900.00-$97,300.00 5 days ago Seattle, WA $56,000.00-$72,000.00 2 weeks ago Seattle, WA $322,000.00-$443,000.00 1 day ago Greater Seattle Area $150,000.00-$200,000.00 6 days ago Greater Seattle Area $75,000.00-$100,000.00 2 weeks ago Seattle, WA $75,000.00-$95,000.00 3 weeks ago Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
Kirkland, WA $75,000.00-$95,000.00 2 months ago Bellevue, WA $148,495.00-$174,700.00 1 day ago Bellevue, WA $150,000.00-$1,000,000.00 2 weeks ago Seattle, WA $55,000.00-$75,000.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Financial Consultant
role at
TIAA 1 week ago Be among the first 25 applicants Join to apply for the
Financial Consultant
role at
TIAA Get AI-powered advice on this job and more exclusive features. This range is provided by TIAA. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$75,400.00/yr - $100,000.00/yr The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.
Key Responsibilities And Duties
Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based. Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests. Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives. Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives. Develops and maintains strong relationship with Institutional Plan Sponsors.
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
FINRA Registrations
SRC Indicator: Series 7; Series 63
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
7IC
Related Skills
Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling
Anticipated Posting End Date
2025-09-05
Base Pay Range: $75,400/yr - $100,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Benefits And Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
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.
If You Are a U.S. Applicant And Desire a Reasonable Accommodation To Complete a Job Application Please Use One Of The Below Options To Contact Our Accessibility Support Team
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at TIAA by 2x Sign in to set job alerts for “Financial Consultant” roles.
Bellevue, WA $80,000.00-$100,000.00 2 weeks ago Bellevue, WA $75,000.00-$125,000.00 1 week ago Bellevue, WA $56,000.00-$72,000.00 4 days ago Bellevue, WA $88,000.00-$150,000.00 1 month ago Deputy Director, Financial Planning & Analysis – Global Policy & Advocacy
Seattle, WA $233,600.00-$394,700.00 22 hours ago Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
Seattle, WA $70,000.00-$350,000.00 6 days ago Bellevue, WA $185,000.00-$250,000.00 1 month ago Bothell, WA $100,000.00-$150,000.00 1 week ago Bellevue, WA $70,000.00-$105,000.00 2 weeks ago Seattle, WA $70,000.00-$100,000.00 1 week ago Bellevue, WA $55,000.00-$75,000.00 1 week ago Seattle, WA $81,900.00-$97,300.00 5 days ago Seattle, WA $56,000.00-$72,000.00 2 weeks ago Seattle, WA $322,000.00-$443,000.00 1 day ago Greater Seattle Area $150,000.00-$200,000.00 6 days ago Greater Seattle Area $75,000.00-$100,000.00 2 weeks ago Seattle, WA $75,000.00-$95,000.00 3 weeks ago Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
Kirkland, WA $75,000.00-$95,000.00 2 months ago Bellevue, WA $148,495.00-$174,700.00 1 day ago Bellevue, WA $150,000.00-$1,000,000.00 2 weeks ago Seattle, WA $55,000.00-$75,000.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr