TIAA
Virtual Financial Consultant
The Virtual Financial Consultant provides 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 role 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. The role will be non‑exempt, meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period concludes, the role will be exempt and you will be paid a salary equal to your hourly rate multiplied by 40. All licenses must be obtained within 120 days from the start date.
Key Responsibilities and Duties
Counsels participants on their pension plans, tax‑deferred annuities and other available investment options to help clients retain and increase assets.
Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403(b), bank products, life insurance and others) and provides authoritative information for important personal financial planning decisions.
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 relationships 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
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 2025-10-31
Base Pay Range $75,400/yr – $92,300/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 incentive programs linked to performance.
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 we’re a market‑leading retirement company fueled by world‑class asset management.
Our Culture of Impact At TIAA, we’re on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow’s challenges. We equip associates with future‑focused skills and AI tools, and we work together to create lasting impact.
Benefits and Total Rewards The organization is committed to making financial well‑being possible for its clients and the well‑being of our associates. We offer a comprehensive Total Rewards package that includes a superior retirement program and highly competitive health, wellness and work‑life offerings.
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. Our full EEO & Non‑Discrimination statement is on our careers home page, and you can 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 options below to contact our Accessibility Support Team.
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace.
Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in the 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.
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During your initial period of employment, you will receive training on TIAA’s products. The role will be non‑exempt, meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period concludes, the role will be exempt and you will be paid a salary equal to your hourly rate multiplied by 40. All licenses must be obtained within 120 days from the start date.
Key Responsibilities and Duties
Counsels participants on their pension plans, tax‑deferred annuities and other available investment options to help clients retain and increase assets.
Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403(b), bank products, life insurance and others) and provides authoritative information for important personal financial planning decisions.
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 relationships 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
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 2025-10-31
Base Pay Range $75,400/yr – $92,300/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 incentive programs linked to performance.
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 we’re a market‑leading retirement company fueled by world‑class asset management.
Our Culture of Impact At TIAA, we’re on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow’s challenges. We equip associates with future‑focused skills and AI tools, and we work together to create lasting impact.
Benefits and Total Rewards The organization is committed to making financial well‑being possible for its clients and the well‑being of our associates. We offer a comprehensive Total Rewards package that includes a superior retirement program and highly competitive health, wellness and work‑life offerings.
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. Our full EEO & Non‑Discrimination statement is on our careers home page, and you can 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 options below to contact our Accessibility Support Team.
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace.
Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in the 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.
#J-18808-Ljbffr