Event Team – National Financial Consultants

TIAA

Financial Consultant providing in person and virtual counseling for TIAA financial products. Aiding clients in achieving their immediate and long-term financial goals through expert advice.

Posted 7/2/2026full-timeCharlotte • New York, North Carolina • 🇺🇸 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 pension plan counseling and investment options, with a strong ability to educate participants on product purchases. Builds and maintains relationships with Institutional Plan Sponsors while effectively communicating to implement TIAA products and services.

Highest-signal resume keywords

Pension Plan CounselingInvestment Options EducationRelationship ManagementFINRA Series 7FINRA Series 63

ATS Keywords

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Applicant Tracking System Keywords

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Certifications & Qualifications

Life and Health Insurance License

Industry Keywords

TIAA ProductsInstitutional Plan SponsorsVirtual CounselingIn-Person CounselingProduct Purchases

About the role

Key responsibilities & impact

Provides in person and virtual counseling for participants
Counsels participants on their pension plans and investment options
Educates and facilitates new product purchases
Communicates internally to develop and implement TIAA products and services
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 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