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TIAA

Financial Consultant

TIAA

Financial Consultant providing counseling on TIAA products and services in person and virtually. Supports clients in achieving their financial goals with expert advice and customer service.

Posted 6/30/2026full-timeSyracuse • New York • 🇺🇸 United StatesMid-LevelSenior💰 $72,700 - $95,500 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing in-person and virtual counseling on pension plans and investment options, while delivering exceptional customer service. Holds necessary certifications and licenses to offer informed financial advice based on tax and investment strategies.

Highest-signal resume keywords
Pension Plan CounselingInvestment Options EducationCustomer Service ExcellenceFINRA Series 7Life and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial AdviceTax StrategiesInvestment StrategiesProduct Facilitation
Soft Skills
Interpersonal CommunicationProblem Solving
Certifications & Qualifications
FINRA Series 63Life and Health Insurance License
Industry Keywords
Retirement PlansBeneficiary CounselingParticipant Interaction

About the role

Key responsibilities & impact
  • Provides in person and virtual counseling for participants and beneficiaries
  • Counsels participants on pension plans and investment options
  • Educates and facilitates new product purchases and provides authoritative information
  • Interacts with retirement plan participants to provide exceptional customer service
  • Utilizes knowledge of tax and investment strategies to inform financial advice

Requirements

What you’ll need
  • University (Degree) Preferred
  • 3+ Years Required; 5+ Years Preferred
  • FINRA Registrations SRC Indicator: Series 7; Series 63
  • 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