TIAA Financial Consultant in Philadelphia, Pennsylvania
Assoc Financial Consultant (T)
The Associate Financial Consultant is a trainee position that resolves deals related to products and services for internal and external clients; ensures compliance with current laws and regulations.
Key Responsibilities and Duties
Introduces products and services to clients.
Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
Reviews day-to-day execution of deals to ensure quality and efficiency.
Monitors business performance and market conditions when implementing new services.
2 Years Required; 3 Years Preferred
University (Degree), Preferred
- SRC Indicator: Series 7; Series 63
- Physical Requirements: Sedentary Work
- University (Degree)
3 years of customer service or financial sales experience
Series 7 and 63 required at time application
5 years of customer service or financial sales experience
State insurance licensing (life, health, and accident) is desired
Professional designation strongly desired: CFP, CLU, ChFC, etc.
Expert knowledge of financial planning concepts; including a broad knowledge of TIAA products
Proven written, verbal and presentation skills to large audiences
Excellent communication, technology, customer service and sales skills
Potential Salary: $29.95 USD
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).
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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 (https://www.dol.gov/general/topics/posters) .
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
For residents of California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) to access the TIAA CA Applicant Privacy Notice.
For residents of the EU / UK, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) to access the EU / UK Pre-employment Notice.
For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.