TIAA Financial Services Consultant - Registered April 2019 in DALLAS, Texas

Financial Services Consultant - Registered April 2019

Location: United States, Texas, Dallas


Field: Wealth Management


Post Date: 6 days ago


As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.

When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.

To be difference makers.

For more information about TIAA,.


TIAA is committed to making financial well-being possible for its clients and equally committed to the well-being of its employees. Client Services & Technology (CS&T) develops and delivers the service experience for our clients, acting as the ‘service delivery hub.’ The National Contact Center (NCC) is the engagement center within CS&T.

Our Financial Services Consultants exemplify our corporate values. As salaried licensed professionals our consultants are empowered to deliver excellence in customer service and help achieve financial results. They believe in putting our participants first in every interaction and through continuous improvement processes. Consultants operate as one team through interdepartmental collaboration and act with the highest degree of integrity in both client and employee interactions.

  • Professionals who do not have required licenses will be enrolled in programs to obtain the appropriate registrations/licenses, which could result in joining TIAA 1-8 weeks early. We’ll pay you while we help you study and prepare to pass the exam(s)!


The NCC is a team of Financial Services Consultants who deliver excellence in a challenging yet extremely rewarding environment. You’re empowered to help clients pursue their financial goals and using your high energy, engagement, positivity, and professionalism you are responsible for:

  • Being passionate about helping our clients and their financial well-being up to and through retirement

  • Providing exceptional client service and executing transactions and service requests

  • Leveraging multiple resources to educate clients through intuitive conversations

  • Providing financial guidance to our clients to help retain and increase assets and refer to business partners when appropriate

  • Collaborating across the organization to drive process improvements

Start your career in our NCC location in Dallas and engage our clients through phone calls and emails executing requests while providing financial guidance.


Required Qualifications:

  • Active FINRA Series 6 or Series 7 licensure

Preferred Qualifications:

  • Certificate of completion for FINRA Securities Industry Exam (SIE)

  • Series 63 Registration or can be obtained within 60 days

  • State Life & Health Insurance or can be obtained within 60 days

  • Bachelor’s Degree or some college with professional designations

  • Financial Services experience

  • Three or more years of customer contact experience

  • Sales experience is a plus

  • Bi-Lingual in Spanish is a plus

Required Shifts:

  • Must be available between the hours of 8am-5pm local time during training

  • Hours of operation are 8am-10pm ET Mon-Fri and 8am-5pm ET Sat. Shift availability varies and our consultants rotate every 5th week to work Saturdays. To position our consultants for success, please note that time off is limited during training

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.

This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).

*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


Additional Information

  • Requisition ID: 1717138