The Advisory Consultant I is a key job in the Investment Advisory Center that enhances the enterprise advice capabilities to meet the increased needs of clients with moderate levels of investible assets. This job is under TIAA's Registered Investment Advisor (RIA) and Broker-Dealer and delivers a range of episodic advice up to a full comprehensive financial plan for TIAA Clients and prospects. The Advisory Consultant I is responsible for ongoing engagements from initial consultation to periodic goal reviews with enhanced blended digital solutions. This job is responsible for growth, retention, client surveys, and deepening client relationships though the delivery of advice and facilitating referrals as appropriate. 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
Career Level
6IC
Required Qualifications:
Preferred Qualifications:
Key Responsibilities and Duties
- Provides a range of episodic advice to TIAA participants regarding a full, comprehensive financial plan.
Engages clients face-to-face via video chat and phone, while balancing inbound and outbound responsibilities.
Drives asset growth, retail product adoption, and lifetime income solutions.
Ensures a world class advisory experience as measured by Net Promoter Scores.
Assesses a broad spectrum of client needs determine the most appropriate recommendation for the client (need for a full plan, episodic advice, and/or tailored individual TIAA investment and financial wellness needs (Managed Accounts, IRAs, Banking, Protection, Debt Management, etc.).
Makes referrals to appropriate partners within the IAC, Wealth Management Advisors, TIAA Bank, and Insurance.
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Physical Requirements: Sedentary Work
Career Level
6IC
Required Qualifications:
- Licensing: all required licenses must be obtained within first 120 days as condition of employment including FINRA Series 7, FINRA Series 66 (or combination of S63 & S65,) and State Health and Life Insurance licenses.
- 2+ years of experience in financial planning
- Prior advisory experience
Preferred Qualifications:
- Bachelor’s Degree
- 4+ years of experience creating and delivering financial planning and/or retirement planning advice to individuals
- Active FINRA Series 7 and Series 66 (or combination of S63 & S65)
- Active State Health and Life Insurance Licenses
- Certified Financial Planner Designation a plus
- Knowledge of institutional retirement plans
- Experience with MoneyGuidePro and/or other advice planning tools
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
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
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