Financial Consultant

TIAA

Financial Consultant providing in person and virtual counseling about TIAA financial products. Aiming to help clients achieve their financial goals through comprehensive advice.

Posted 6/5/2026full-timeCoralville • Iowa • 🇺🇸 United StatesMid-LevelSenior💰 $75,400 - $100,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial planninginvestment optionspension planstax deferred annuities

Soft Skills

customer servicerelationship buildingcounselingcommunication

Tools & Technologies

video chatphone counseling

Certifications & Qualifications

Series 7Series 63Life Insurance LicenseHealth Insurance License

Industry Keywords

financial servicesInstitutional Plan Sponsors

About the role

Key responsibilities & impact

Provides in person and virtual counseling for all participants
Offers financial planning advice via in person, phone and video chat
Counsels participants on their pension plans, tax deferred annuities and other investment options
Educates, recommends and facilitates new product purchases
Interacts with retirement plan participants to provide exceptional customer service
Develops and maintains strong relationships with Institutional Plan Sponsors

Requirements

What you’ll need

3+ years financial services experience
Series 7 and 63 completed within 120 days of start date
5+ years preferred financial services experience
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Benefits

Comp & perks

superior retirement program
highly competitive health, wellness and work life offerings