Financial Consultant

TIAA • Gainesville, FL

5d • $35 - $46 • Hybrid

About The Position

The Financial Consultant provides in-person and virtual counseling to participants, new entrants, prospects, beneficiaries, and their legal and financial representatives on TIAA products and services. The role covers institutions aligned to regional structures and provides financial planning advice in person, by phone, and by video chat to help clients meet immediate and long-term financial goals. The position includes training on TIAA products. During the initial training period, it is non-exempt and paid hourly, with overtime eligibility. After training, it becomes exempt and salaried at the same rate, calculated as the hourly rate multiplied by 40 for weekly pay; overtime eligibility ends. All required licenses must be obtained within 120 days of the start date.

This is a hybrid-flex role involving regional travel to client institutions at least three days per week, with remote work possible the rest of the week. Occasional travel outside the assigned territory, up to 25% of the time, may also be required.

Requirements

• At least 3 years of financial services experience.
• Series 7 and Series 63 registrations must be completed within 120 days of the start date.
• Life and Health Insurance License for the resident state, with multiple issuers, required within 120 days.
• Ability to travel regionally to client institutions at least three days per week; occasional travel outside the assigned territory of up to 25% may be required.
• University degree preferred.

Nice To Haves

• At least 5 years of financial services experience.
• Series 7 and Series 63 completed.

Responsibilities

• Counsel participants on pension plans, tax-deferred annuities, and other investment options to help clients retain and increase assets.
• Educate clients about, recommend, and facilitate purchases of products including retail mutual funds, annuities, IRAs, 529 plans, 403(b) plans, bank products, and life insurance.
• Provide authoritative information to support clients’ personal financial planning decisions.
• Serve retirement plan participants by providing exceptional customer service and handling transaction and service requests.
• Apply knowledge of tax and investment strategies to provide financial advice based on clients’ needs and objectives.
• Communicate with internal cross-business partners to develop and implement products and services that support clients and company initiatives.
• Develop and maintain strong relationships with Institutional Plan Sponsors.

Benefits

• Superior retirement program.
• Health, wellness, and work-life offerings intended to support physical, emotional, and financial well-being.
• Competitive compensation package that may include participation in a performance-linked incentive program, depending on the role.

What This Job Offers

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