TIAA Advisory Consultant II in Virtual, United States
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.
KEY RESPONSIBILITIES AND DUTIES:
The Advisory Consultant II is the most senior advisory job in the Investment Advisory Center that enhances the enterprise advice capabilities to serve clients with high net worth and complex needs. This job is under TIAA's Registered Investment Advisor (RIA) and Broker-Dealer and delivers a range of episodic and comprehensive advice for TIAA Clients and prospects. The Advisory Consultant II works as part of a small team dedicated to a more complex, targeted client segment with specialized needs and leverages enhanced blended digital solutions. This job is responsible for retention, asset growth, delivering advice, and client experience as measured in client surveys.
Key Responsibilities and Duties
Provides a range of episodic advice to TIAA participants regarding a full, holistic financial plan.
Engages clients face-to-face via video chat, balancing inbound and outbound responsibilities to best serve and grow assigned book of business.
Drives asset growth, retention, retail product adoption, and lifetime income solutions.
Ensures a world class advisory experience as measured by Net Promoter Scores.
Assesses a broad spectrum of client needs determine the most appropriate solutions for the client (need for a full plan, episodic advice, and/or tailored individual TIAA investment and financial wellness needs (Managed Accounts, IRAs, Banking, Brokerage, 529, Protection, Debt Management, etc.).
Make referrals to appropriate partners within (i.e. Wealth Management Advisors, TIAA Bank, and Insurance).
3 Years Required; 5 Years Preferred
University (Degree), Preferred
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
ADDITIONAL JOB DESCRIPTION to complement REQUIREMENTS:
3+ years of experience in financial services to include:
Prior advisor/consultant experience
Knowledge of institutional retirement plans
MoneyGuidePro, and or experience with other advice planning tools
Active FINRA Series 7 and Series 66 (or combination of 63 & 65) registrations required.
State Health and life insurance licenses must be obtained within the first 120 days as a condition of employment.
LOCATION(S): Positions available which offer flexibility to work from a home office
Minimum Pay: $69,300.00
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
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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.