Virtual Financial Consultant
Virtual Financial Consultant
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Salary Not Disclosed
1 Vacancy
Job Description
The Virtual Financial Consultant provides 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 longterm financial your initial period of employment you will receive training on TIAAs products and the role will be nonexempt 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 crossbusiness partnerships to develop and implement TIAA products and services to support clients and company initiatives.
- Develops and maintains strong relationship with Institutional Plan Sponsors.
- University (Degree) Preferred
- 3 Years Required; 5 Years Preferred
- SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State) Multiple Issuers required within 120 Days
- Physical Requirements: Sedentary Work
Career Level
7IC
Related SkillsAccountability Business Acumen Business Development Client Relationship Management Commercial Mindset Communication Financial Markets Impact Inspires Others Negotiation Problem Solving Relationship Management Retirement Planning Selling
Anticipated Posting End Date:
Base Pay Range: $65400/yr. $109000/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 nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats 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 wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices here.
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:
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Contract
Employment Type
Full-Time
