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Financial Consultant at TIAA - ApplyBlast

Financial Consultant

TIAA

3 months ago

3.6 on Glassdoor

Austin, Texas, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

The Financial Consultant provides in‑person and virtual counseling to participants, prospects, beneficiaries, and their representatives on TIAA’s full range of retirement and investment products. The role offers financial planning advice through phone, video chat, and on‑site visits, helping clients meet both immediate and long‑term financial goals while maintaining strong relationships with institutional plan sponsors.

Responsibilities

Counsel participants on pension plans and investment options
Educate and recommend new product purchases such as mutual funds and annuities
Provide exceptional customer service and execute transaction requests
Utilize tax and investment knowledge to deliver personalized financial advice
Develop and maintain relationships with Institutional Plan Sponsors

Skills

Qualifications

Series 7Series 63Life and Health Insurance License

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.