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Financial Consultant

Company: TIAA
Location: San Francisco
Posted on: June 8, 2024

Job Description:

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) PreferredWork Experience
      • 3+ Years Required; 5+ Years PreferredFINRA Registrations
        • SRC Indicator: Series 7; Series 63Licenses and Certifications
          • Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements
            • Physical Requirements: Sedentary WorkCareer Level 7ICPreferred Skills and Qualifications:
              • 3+ years of client service or financial sales experience preferred
              • Professional designation strongly desired:CLU, ChFC, etc.
              • Expert knowledge of financial planning concepts; including a broad knowledge of TIAA products
              • Must be highly organized and capable of proficiently handling multiple tasks in a fast-paced environment
              • Excellent communication and sales skills, including experience presenting to large audiences
              • Agility in determining and managing priorities
              • Key traits: integrity, understanding, team player, results-driven, personal excellence, embodies an entrepreneurial and innovative spirit
              • Travel requiredRelated SkillsAccountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning SellingAnticipated Posting End Date:2024-06-21Base Pay Range: $65,300/yr. - $108,500/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 OverviewTIAA 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.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 .Equal Opportunity We are an Equal Opportunity/Affirmative Action Employer. We 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 protected status.Read more about the Equal Opportunity Law .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) 842-2755Email: Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click .For Applicants of TIAA, Nuveen and Affiliates residing in California, please click .For Applicants of Nuveen residing in Europe and APAC, please click .For Applicants of Greenwood residing in Brazil (English), click .For Applicants of Greenwood residing in Brazil (Portuguese), click .For Applicants of Westchester residing in Brazil (English), click .For Applicants of Westchester residing in Brazil (Portuguese), click .
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Keywords: TIAA, San Francisco , Financial Consultant, Professions , San Francisco, California

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