Current jobs related to Financial Consultant Director - San Diego, California - TIAA

  • Treasury Director Consultant

    3 weeks ago

    San Diego, California, United States Vaco Full time

    Treasury Director Consultant Job DescriptionVaco is seeking a highly skilled Treasury Director Consultant to join our team. As a key member of our consulting team, you will leverage your expertise to drive financial strategy and make a significant impact in this critical role.Key Responsibilities:Develop and implement financial strategies to drive business...

  • Treasury Director Consultant

    4 weeks ago

    San Diego, California, United States Virtual Full time

    Vaco is seeking a seasoned Treasury Director Consultant to drive financial strategy and make a significant impact in this key consulting role. The ideal candidate will leverage their expertise in Treasury Operations to drive business growth and success.RequirementsBachelor's Degree in Finance, Accounting, or Business Administration8+ years of experience in...

  • Treasury Director Consultant

    4 weeks ago

    San Diego, California, United States Vaco Full time

    Join Vaco's Team as a Treasury Director ConsultantVaco is seeking a seasoned Treasury Director Consultant to drive financial strategy and make a significant impact in this key consulting role. As a trusted advisor, you will leverage your expertise to develop and implement effective treasury operations, ensuring the financial well-being of our clients.Key...

  • Treasury Director Consultant

    4 days ago

    San Diego, California, United States Vaco Full time

    Vaco is seeking a seasoned Treasury Director Consultant to drive financial strategy and make a significant impact in this key consulting role.Key Responsibilities:Develop and implement financial strategies to drive business growth and profitability.Lead treasury operations and manage cash flow, investments, and funding.Collaborate with cross-functional teams...

  • Treasury Director Consultant

    3 days ago

    San Diego, California, United States Virtual Full time

    Vaco is seeking a Treasury Director Consultant for a top client. This key consulting role requires leveraging expertise to drive financial strategy and make a significant impact.Requirements:Bachelor's Degree in Finance, Accounting, or Business Administration8+ years of expertise in Treasury Operations, preferably for a publicly traded company4+ years of...

  • Treasury Director Consultant

    3 days ago

    San Diego, California, United States Vaco Full time

    Vaco is seeking a highly skilled Treasury Director Consultant to drive financial strategy and make a significant impact in this key consulting role.Key Responsibilities:Develop and implement financial strategies to drive business growth and profitability.Lead treasury operations and ensure effective cash management, funding, and investment...

  • Treasury Director Consultant

    7 days ago

    San Diego, California, United States Virtual Full time

    Vaco is seeking a seasoned Treasury Director Consultant to drive financial strategy for one of our top clients.As a key member of our team, you will leverage your expertise to make a significant impact in this consulting role. Key qualifications include: Bachelor's Degree in Finance, Accounting, or Business Administration 8+ years of experience in Treasury...

  • Treasury Director Consultant

    2 weeks ago

    San Diego, California, United States Virtual Full time

    Virtual is seeking a seasoned Treasury Director Consultant to drive financial strategy and make a significant impact in this key consulting role. Key qualifications include a Bachelor's Degree in Finance, Accounting, or Business Administration, 8+ years of expertise in Treasury Operations, ideally for a publicly traded company, and 4+ years of managerial...

  • Treasury Director Consultant

    7 days ago

    San Diego, California, United States Davita Inc. Full time

    Vaco is seeking a seasoned Treasury Director Consultant to drive financial strategy and make a significant impact in this key consulting role. The ideal candidate will leverage their expertise in Treasury Operations to drive business growth and improve financial performance.Key Responsibilities:Develop and implement financial strategies to drive business...

  • Financial Director

    1 week ago

    San Diego, California, United States Woodstock's Pizza Full time

    Job Title: Financial DirectorWe are seeking a highly skilled Financial Director to join our team at Woodstock's Pizza. As a key member of our leadership team, you will be responsible for overseeing the financial health of our organization and driving strategic financial planning.Key Responsibilities:Develop and implement financial strategies to drive...

  • Financial Consultant

    2 weeks ago

    San Diego, California, United States Vaco Full time

    Job OpportunityVaco is seeking a highly skilled Staff Accountant Consultant to join our team in North San Diego. This is a 2-month project that requires a strong background in accounting and finance.Key ResponsibilitiesPrepare and review financial statements, including balance sheets and income statementsPerform account reconciliations and ensure accuracy of...

  • Financial Planning and Analysis Director

    2 weeks ago

    San Diego, California, United States ANAPTYSBIO Full time

    Job Title: Director, Financial Planning and AnalysisAnaptysBio is an immunology-focused, clinical-stage biotechnology company with a 19-year track-record of discovering life-changing therapeutic antibodies. We are seeking a highly skilled Director, Financial Planning and Analysis to join our team.Key Responsibilities:Manage budgeting, forecasting, and...

  • Senior Compensation Consultant

    2 months ago

    San Diego, California, United States LPL Financial Full time

    Job Summary:The Senior Compensation Consultant will serve as a trusted business partner, providing consultative compensation advice to Human Capital partners and the Business. As a senior member of the team, you will support the compensation function in the design, development, implementation, and ongoing analysis and management of company-wide compensation...

  • Financial Analyst Consultant

    2 weeks ago

    San Diego, California, United States Vaco Full time

    Financial Analyst Consultant Job DescriptionVaco is seeking a highly skilled Financial Analyst Consultant to join our team. As a key member of our financial team, you will be responsible for providing financial analysis and planning support to our clients.Key Responsibilities:Develop and maintain financial models and forecasts to support business...

  • Director of Financial Aid

    1 week ago

    San Diego, California, United States University of San Diego Full time

    Job SummaryThe University of San Diego seeks a highly skilled and experienced Director of Law School Financial Aid to lead our team in shaping financial aid policies and developing strategies for efficient fund utilization. As a key member of our admissions team, you will oversee the administration of various financial aid programs, ensuring compliance with...

  • Financial Director

    2 days ago

    San Diego, California, United States Carté Hotel San Diego, a Curio Collection by... Full time

    Financial Director Job SummaryWe are seeking a highly skilled Financial Director to join our team at Carté Hotel San Diego, a Curio Collection by...Key Responsibilities:Supervise and direct the financial activities of the hotel, ensuring compliance with established guest service and sustainability standards.Analyze financial data to advise hotel management...

  • Senior Financial Consultant

    1 month ago

    San Diego, California, United States Danforth Advisors Full time

    Job Title: Senior Financial ConsultantWe are seeking a highly skilled Senior Financial Consultant to join our team at Danforth Advisors. As a Senior Financial Consultant, you will be responsible for providing financial guidance and support to our clients in the life sciences industry.Key Responsibilities:Manage and oversee the daily operations of the...

  • Financial Services Consultant

    2 days ago

    San Diego, California, United States ProEdge Solutions Full time

    Job Title: Financial Services ConsultantAbout the Role:ProEdge Solutions is seeking experienced debt relief sales professionals to work from home or in our office. As a consultant, you will educate consumers on a suite of financial products, including personal loans, debt settlement, credit counseling, and bankruptcy. This is a consultative process that...

  • Epicor Financial Consultant

    4 weeks ago

    San Diego, California, United States Culture Works Full time

    Job DescriptionAre you ready to take on a leadership role in a dynamic team of technology consultants? Cre8tive Technology & Design is seeking a Financial Consultant to drive the implementation of best practice processes using Epicor Kinetic software. Our company is revolutionizing the way manufacturers operate by innovating ERP solutions. We are an...

  • Financial Analyst Consultant

    2 weeks ago

    San Diego, California, United States Vaco Full time

    Job Title: Staff Accountant ConsultantAre you a detail-oriented and analytical individual with a passion for accounting? Do you have a strong understanding of financial principles and practices? We are seeking a Staff Accountant Consultant to join our team at Vaco.Key Responsibilities:Prepare and maintain accurate and detailed financial records and...

Financial Consultant Director

3 months ago

San Diego, California, United States TIAA Full time

Financial Consulting
The Financial Consulting role supervises professional level Financial Consultants who are responsible for answering questions for all in-plan participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services. This
role supports institutions aligned to regional structures and develops strategies and services for offering financial planning advice to help clients accomplish their immediate and long-term financial goals.

Key Responsibilities and Duties

  • Monitors Financial Consultants' responses to participant's questions on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and grow assets.
  • Educates and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
  • Provides employees with guidance in handling difficult or complex retirement plan participant interactions or in resolving escalated complaints or disputes.
  • Ensures team members are equipped with thorough knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
  • Communicates internally with cross-business partnerships to develop and implement the organization's products and services to support clients and company initiatives.
  • Maintains and grows strong relationship with Institutional Plan Sponsors.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 5+ Years Required; 7+ Years Preferred

FINRA Registrations

  • SRC Indicator: Series 7; Series 63; Series 24

Licenses and Certifications

  • Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

  • Physical Requirements: Sedentary Work


Career Level
9PL

Related SkillsAccountability, Business Development, Client Relationship Management, Commercial Acumen, Commercial Mindset, Communication, Financial Markets Impact, Group Problem Solving, Inspires Others, Negotiation, Relationship Management, Retirement Planning Selling

Anticipated Posting End Date:

Base Pay Range: $106,600/yr. - $180,000/yr.

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:

Email:

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.