Financial Consultant

TIAA • Philadelphia, PA

1d • $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 the organization’s products and services. Working under general supervision, the role serves institutions aligned with regional structures and provides financial planning advice in person, by phone, and by video chat to help clients achieve immediate and long-term financial goals. Required licenses must be obtained within 120 days of the start date.

The position is hybrid flex, with regional travel to client institutions at least three days per week and remote work the rest of the week. It may also require occasional travel of up to 25% of the time outside the assigned territory.

Requirements

• At least 3 years of work experience.
• FINRA Series 7 and Series 63 registrations.
• Resident-state Life and Health Insurance License, required within 120 days.
• Ability to travel regionally to client institutions at least 3 days per week and occasionally up to 25% outside the assigned territory.
• Physical capacity for sedentary work.

Nice To Haves

• University degree preferred.
• At least 5 years of work experience preferred.

Responsibilities

• Counsel participants on pension plans, tax-deferred annuities, and other investment options to help them retain and increase assets.
• Educate clients about, recommend, and facilitate purchases of products such as retail mutual funds, annuities, IRAs, 529 and 403b plans, bank products, and life insurance.
• Provide authoritative information to support clients’ personal financial planning decisions.
• Interact with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
• Apply knowledge of tax and investment strategies to provide financial advice based on clients’ financial needs and objectives.
• Communicate with 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

• Comprehensive Total Rewards package.
• Superior retirement program.
• Competitive health, wellness, and work-life offerings.
• Compensation 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