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TIAA Institutional Relationships - Financial Consultant, Mighty Atlantic South region in ALLENTOWN, Pennsylvania


TIAA is a unique financial partner. With an award-winning track record for consistent performance, TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. TIAA has $1 trillion in assets under management (as of 9/30/2018) and offers a wide range of financial solutions, including investing, banking, advice and guidance, and retirement services.


The Institutional Relationships- Financial Consultant (FC) is accountable for asset growth, asset retention, and provides counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This position is a professional level position with multi-pronged career path options after at least 18 months in role. The FC typically works normal business hours during the week. The role does require a balance of local travel and overnight travel (typically within the state). Evening meetings or traveling on the weekend might occur occasionally if client needs require additional commitment.


  • Provide a broad range of financial consulting/planningservices to our individual customers/participants at existing mega andlarge institutions and/or our k-12 new markets, ensuring asset retentionand growth.

  • Accountable for making TIAA the primary relationship(first call) for customers in need of distinctive advice, products andservices related to achieving their long-term financial goals.

  • Sale and delivery of all products and services,potentially including retail mutual funds, annuities, IRAs, 529 and 403b,bank products, life insurance and others.

  • Counsel participants on their pension plans, taxdeferred annuities and available investment options, educate, recommendand facilitate new purchases and provide authoritative information uponwhich important personal financial planning decisions are based.

  • Develop and maintain strong relationship withInstitutional Plan Sponsors

  • Conducts Financial Education Seminars

  • Participates in benefits fairs and leads planenrollment seminars in order to increase participation in TIAA productsand services

  • Interacts with participants and their representativesin-person (in the office and at the institution), by telephone, and bye-mail/written correspondence

  • Must comply with all regulatory requirements and remainin good standing with regulatory agencies

  • Strong emphasis on services, sales, customersatisfaction and retention objectives.


Required :

  • Bachelor's degree

  • 3-6 years of client service or financial salesexperience

  • Travel required. Valid U.S. Driver's License

  • FINRA Series 7 and 63 required at time application

Preferred :

  • State insurance licensing required

  • Professional designation strongly desired: CLU,ChFC, etc.

  • Expert knowledge of financial planning concepts;including a broad knowledge of TIAA products

  • Must be highly organized and capable of proficientlyhandling multiple tasks in a fast-paced environment

  • Excellent communication and sales skills, includingexperience presenting to large audiences

  • Agility in determining and managing priorities

  • Key traits: integrity, understanding, team player,results-driven, personal excellence, embodies an entrepreneurial andinnovative spirit

Location: Candidate to be affiliated with TIAA offices either in Scranton, PA or Allentown, PA (relocation not provided; in market candidates desired).

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the. If you need assistance applying due to being visually or hearing impaired, please email Careers Help . We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status.* ©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921

Additional Information

  • Requisition ID: 1718227

Field: Investment Management

Company: TIAA

Post Date: Mar 20, 2019