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TIAA Institutional Relationships, Financial Consultant (Great Lakes Territory) in MILWAUKEE, Wisconsin


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 3/31/2018) 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. It is expected this Financial Consultant will cover Institutions within the Great Lakes Territory as assigned by management.


  • 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 required

  • 3-6 years of client service or financial salesexperience required

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

  • 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; includinga 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 a TIAA office in either Madison or Milwaukee, WI (relocation not provided; in market candidates desired)

Equal EmploymentOpportunity is not just the law, it’s our commitment. Read more about the . If you need assistance applying due tovisually or hearing impaired, please email Careers Help . We are an EqualOpportunity/Affirmative Action Employer. We will consider all qualifiedapplicants for employment regardless of age, race, color, national origin, sex,religion, veteran status, disability, sexual orientation, gender identity, orany other legally protected status.

Additional Information

  • Requisition ID: 1719780

Field: Investment Management

Company: TIAA

Post Date: Jun 06, 2019