Financial Consultant

The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services.

Requirements

• Counsels participants on their pension plans, tax deferred annuities and other available investment options
• Educates, recommends and facilitates new product purchases and provides authoritative information
• Interacts with retirement plan participants to provide exceptional customer service
• Utilizes knowledge of tax and investment strategies to inform financial advice
• Communicates internally with cross-business partnerships to develop and implement TIAA products and services
• Develops and maintains strong relationship with Institutional Plan Sponsors

Benefits

• superior retirement program
• highly competitive health, wellness and work life offerings