TIAA
Financial Consultant ll
Austin, TX - 9600 Great Hills Trail (ES)
Sponsorship not specifiedDetected 84 days ago
RESTAccessibilityBusiness DevelopmentNegotiationCustomer SupportCommunicationProblem Solving
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odds of building a lasting career here
34Risky
Cap-exempt (no lottery)0
Sponsors this role70
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- 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.
Responsibilities
- 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.
- At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.
- We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.
- Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact.
- 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.
Requirements
- For more than 100 years, TIAA has delivered it for millions of people.
- Multiple Issuers required within 120 Days
- 3+ Years Required; 5+ Years Preferred
Nice to have
- University (Degree) Preferred
- 3+ Years Required
- 5+ Years Preferred
Compensation
- $72,700/yr - $95,500/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).
Benefits
- 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.
- To learn more about your benefits, please review our Benefits Summary.
- Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
- Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
Company info
- Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management.
- We equip our associates with future-focused skills and AI tools that enable us to advance our mission.
- Together, we are fighting to ensure a more secure financial future for all and for generations to come.
Equal opportunity
- We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
- Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
- 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
This listing is sourced directly from TIAA's careers page and normalized into a canonical job model.