Education Savings Consultant

TIAA • East Lansing, MI

11d • Onsite

About The Position

The Education Savings Consultant raises awareness and provides education about the 529 College Savings Plans managed by TIAA. Working under moderate supervision as a 529 plans specialist, the consultant educates prospects, existing consumers, employers, financial advisors, and other key influencers about plan features and benefits, while identifying opportunities to reach new audiences. The role delivers investment services and products that facilitate college savings, works closely with the investment team, and develops education and outreach plans to help clients meet their college savings needs.

Requirements

• At least 2 years of required work experience.
• FINRA registration: Series 6 or 7 and Series 63.

Nice To Haves

• University degree preferred.
• At least 3 years of work experience preferred.

Responsibilities

• Educate individuals about 529 Plans and grow the 529 Workplace Savings Program by cultivating new relationships and maintaining existing relationships.
• Consult with portfolio managers and financial advisors and develop frameworks to evaluate tuition savings plans, such as 529 plans.
• Analyze the tuition financing market and use benchmarks to educate prospects about college savings options.
• Gather data on college tuition costs and identify variables that may affect college savings goals.
• Organize 529 savings plan materials and present Education Savings options to clients.
• Conduct research and review market analysis reports.
• Serve as the point of contact for 529 college savings solutions.
• Develop education and outreach plans to assist clients with their college savings needs.
• Identify opportunities to expand education about 529 plans to new audiences.

Benefits

• Superior retirement program.
• Health, wellness, and work-life offerings.
• Comprehensive Total Rewards package supporting physical, emotional, and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level