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TIAA Individual Financial Consultant in Raleigh, North Carolina

Individual Financial Consultant

The Individual Financial Consultant provides investment and financial services to consumers. Working under close supervision, this job introduces customers to products including private client strategic, financial, and operating plans and policies, practice development, and product expertise and sales.

Key Responsibilities and Duties

  • Researches and identifies new markets and new clients.

  • Promotes company products to potential and existing customers.

  • Specializes in investigating the needs and objectives specific to investment banking and capital market services.

  • Assist with managing the process associated with the initiation through close of transactions for mergers, acquisitions, and/or divestitures.

  • Seeks to obtain contracts for conquering, structuring, and closing transactions

  • Follows best practice policies in order to maintain compliance with regulatory standards.

  • Reviews business performance and market conditions when implementing new services.

  • Assists in the development of financial plans by identifying financial outcomes and potential returns.

  • Resolves customer problems either through direct personal action or referral to alternative internal resources.

  • Identifies and maximizes cross-sales opportunities through customer profiling techniques.


  • No Experience Required

  • University (Degree), Preferred

FINRA Registrations

  • SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

  • Physical Requirements: Sedentary Work

Preferred Education

  • University (Degree)

Career Level


Potential Salary: $33.89 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).

Company Overview

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 ( .

Equal Opportunity

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 ( .

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.

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


Privacy Notices

For residents of California, please click here ( to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here ( to access the EU / UK Pre-employment Notice.

For all other residents, click here ( 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.