Financial Services Consultant - Registered - Charlotte, Nc National Contact Center

Financial Services Consultant
TIAA is committed to making financial well-being possible for our participants, our customers, and equally committed to the well-being of its associates, which is demonstrated by hiring both Registered Representatives and unregistered individuals to begin a career in Financial Services here.

Our Financial Services Consultants come to TIAA with and without their registrations and exemplify our corporate values. Whether newly registered or experienced Registered Representatives, our consultants are empowered to deliver excellence in customer service and help achieve financial results. They believe in putting our participants first in every interaction and through continuous improvement processes. Consultants operate as one team through interdepartmental collaboration and act with the highest degree of integrity in both participant and associate interactions.

The Financial Services Consultant works with TIAA participants to provide education and understanding regarding TIAA financial products and services and assists participants in meeting their long-term financial goals. This is a FINRA Registered job that is responsible for communicating details and providing participant options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement and financial issues to individual and institutional participants. While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice.

Candidates who do not currently have the Securities Industry Exam (SIE), FINRA Series 6 and/or Series 63 will be provided paid time to study for and take these exams. Study resources are provided. Once all exams are passed, and new hires are successfully registered, they will move to the Financial Services Consultant role and enter an extensive training program to help provide the skills needed to effectively engage TIAA’s participants by providing financial education through in-bound phone calls in one of our National Contact Centers located in Charlotte, Dallas, or Denver.

Key Responsibilities and Duties

Qualifications

FINRA Registrations

Physical Requirements

Career Level
5IC

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, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s 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 well-being. To learn more about your benefits, please review our .

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law .

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: (800) 842-2755

Email:

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