Financial Services Consultant -SIE & Registered - Charlotte, NC National Contact Center
TIAA
About this role
A Financial Services Consultant at TIAA is a FINRA-registered contact center associate who handles inbound participant calls to explain retirement plan options, investment choices, insurance products, and transaction processing. The role supports participants’ long-term financial planning and education without providing formal financial advice. It is an entry-level position with opportunities for FINRA licensing support and career progression within the organization.
Skills
Qualifications
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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About TIAA
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for TIAA.
Salary
$47k – $67k
per year