Financial Consultant


$80K — $150K *


2w ago


Less than 5 years of experience

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Job Description

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. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.

Key Responsibilities and Duties

  • Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
  • Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
  • Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
  • Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
  • Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
  • Develops and maintains strong relationship with Institutional Plan Sponsors.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 3+ Years Required; 5+ Years Preferred

FINRA Registrations

  • SRC Indicator: Series 7; Series 63

Licenses and Certifications

  • Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level


This role would primarily support TIAA's core institutional clients in Idaho. Institutions include Boise State University, University of Idaho, Idaho State University and other campuses included in the Idaho State Board of Education. In addition this position may cover institutions in Montana as needed. Travel will be required. Boise in-market.

Related Skills

Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning SellingBase Pay Range: $65,300/yr. - $108,500/yr.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).

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 Benefits Summary.

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.

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.

TIAA (Teachers Insurance and Annuity Association of America) is a financial services company that provides investment and insurance solutions for individuals and institutions. It was founded in 1918 by the Carnegie Foundation for the Advancement of Teaching and the New York State Teachers' Retirement System. TIAA offers a range of financial products and services, including retirement plans, life insurance, mutual funds, and annuities. The company is committed to helping its clients achieve financial security and has a long history of supporting education and research.
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