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Financial Consultant II
TIAAFinancial Consultant providing in-person and virtual counseling for TIAA's financial products. Aiding clients in achieving immediate and long-term financial goals through various communication methods.
Posted 7/2/2026full-timeMorgantown • Virginia, West Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $72,700 - $95,500 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing financial counseling, including pension plans and investment options, while delivering exceptional customer service and maintaining strong relationships with Institutional Plan Sponsors. Holds necessary FINRA registrations and insurance licenses to offer informed financial advice.
Highest-signal resume keywords
FINRA Series 7 RegistrationFINRA Series 63 RegistrationLife and Health Insurance LicenseFinancial CounselingCustomer Service
ATS Keywords
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Hard Skills
Pension Plan CounselingInvestment Strategy KnowledgeTax Deferred AnnuitiesProduct RecommendationFinancial Advice
Soft Skills
Relationship BuildingCommunicationCross-Business Collaboration
Certifications & Qualifications
FINRA Series 7FINRA Series 63Life and Health Insurance License
Industry Keywords
Retirement PlansInstitutional Plan SponsorsInvestment OptionsCustomer Service
About the role
Key responsibilities & impact- Provides in person and virtual counseling for all participants
- Counsels participants on their pension plans, tax deferred annuities and other available investment options
- Educates, recommends 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
- Develops and maintains strong relationship with Institutional Plan Sponsors
Requirements
What you’ll need- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- FINRA Registrations 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