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Associate Financial Consultant, AFC National Plan Event Team
TIAAAssociate Financial Consultant providing financial planning advice to clients through virtual interactions. Assisting participants with TIAA products and services to achieve financial goals.
Posted 7/2/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $62,900 - $91,700 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in pension plans, tax deferred annuities, and investment strategies while providing exceptional customer service to retirement plan participants. Holds necessary FINRA registrations and life insurance licenses to deliver informed financial advice.
Highest-signal resume keywords
Pension PlansTax Deferred AnnuitiesInvestment StrategiesFINRA Series 7FINRA Series 63
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AdviceCustomer ServiceProduct EducationInvestment Options
Soft Skills
CommunicationInterpersonal Skills
Certifications & Qualifications
Life and Health Insurance License
Industry Keywords
Retirement PlansCross-Business Partnerships
About the role
Key responsibilities & impact- Answers participant questions on pension plans, tax deferred annuities and other investment options
- Educates and facilitates new product purchases
- Interacts with retirement plan participants to provide exceptional customer service
- Utilizes knowledge of tax and investment strategies to inform financial advice
- Communicates internally with cross-business partnerships
Requirements
What you’ll need- University (Degree) Preferred
- 2+ Years Required; 3+ 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- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness and work life offerings