New Haven, Connecticut


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.

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
7IC

Potential Salary: $39.04 USD

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.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

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.

Read more about the Equal Opportunity Law here.

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: accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

For Applicants of Greenwood residing in Brazil (English), click here.

For Applicants of Greenwood residing in Brazil (Portuguese), click here. 

For Applicants of Westchester residing in Brazil (English), click here.

For Applicants of Westchester residing in Brazil (Portuguese), click here. 

New Haven, Connecticut

Build a career that makes an impact!

From retirement, to asset management, to banking, we have opportunities for you. At TIAA, you’ll do meaningful work helping clients pursue financial well-being. Here, your voice is heard and your ideas are welcome.

Passion for life, meet money for life!

Helping those who help others find confidence in retirement is our mission. Founded 100+ years ago to help teachers retire with dignity, our reach now extends well beyond education. We stand hand-in-hand with 5M+ clients to help fortify their money and ignite their dreams.

At TIAA, we know our people make the difference for our customers. That’s why we offer diverse career opportunities and rich programs and benefits to support their professional and personal needs.

We here at TIAA support our Veterans, and Veteran Spouses by providing a business resource group dedicated specifically for Active Military, Veterans, and their families!

 

Join a winning team that has been awarded for:

  • Top 50 Companies for Diversity 2020
  • Worlds Most Ethical Companies 2021
  • Best Companies for Latinas 2019
  • 100 Best Companies for Working Mothers 2019
  • Forbes Best Companies for Women 2018

 

 

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