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Financial Consultant Director

3 months ago

Palo Alto, 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 Skills

Accountability, 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 ) .

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.

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 ) .
  • For Applicants of Greenwood residing in Brazil (English), click here ) .
  • For Applicants of Greenwood residing in Brazil (Portuguese), click here ) .
  • For Applicants of Westchester residing in Brazil (English), click here ) .
  • For Applicants of Westchester residing in Brazil (Portuguese), click here ) .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law )

Pay Transparency

Philadelphia Ban the Box )