Virtual Financial Consultant
TIAA
About this role
A Virtual Financial Consultant at TIAA provides virtual counseling to participants, prospects, beneficiaries, and their legal and financial representatives on the full range of TIAA products and services. The role supports institution-aligned regions and delivers financial planning advice via phone, video, and occasional in-person meetings to help clients meet immediate and long-term goals. The position includes an initial paid training period (hourly) that transitions to salaried compensation, and required licenses must be obtained within 120 days.
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
$75k – $92k
per year