Financial Consultant at TIAA — Columbia, SC

Financial Consultant (T) The Financial Consultant is responsible for providing in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services. Working under general supervision, 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. 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 finds, 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 the organization's products and services to support clients and company initiatives.
• Develops and maintains strong relationship 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

• Physical Requirements: Sedentary Work

Career Level 7IC

This is a hybrid flex position involving regional travel to client institutions at least 3 days/week with the ability to work remotely the rest of the week. This position may also require occasional travel up to 25% of the time outside your assigned territory.

Related Skills

Anticipated Posting End Date:

2026-09-25

Company Overview

Our Culture of Impact

Benefits and Total Rewards

Equal Opportunity

Accessibility Support

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

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