Financial Consultant Financial Consultant …

in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Financial Consultant
All companies + Hiring difference makers. ☰ Financial Services Consultant - Non Registered New TIAA 2 days ago Post Date Apply for Job Share this Job


As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.

When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.

To be difference makers.

For more information about TIAA, .


TIAA is committed to making financial well-being possible for its clients and equally committed to the well-being of its employees. Client Services & Technology (CS&T) develops and delivers the service experience for our clients, acting as the service delivery hub. The National Contact Center (NCC) is the engagement center within CS&T.

Our Financial Services Consultants exemplify our corporate values.  As licensed professionals our consultants are empowered to deliver excellence in customer service and help achieve financial results. They believe in putting our participants first in every interaction and through continuous improvement processes. Consultants operate as one team through interdepartmental collaboration and act with the highest degree of integrity in both client and employee interactions.

Engage our clients by providing financial education through in-bound phone calls in one of our National Contact Centers located in Charlotte, Dallas, or Denver.


The NCC is a team of Financial Services Consultants who deliver excellence in a challenging yet extremely rewarding environment. Youre empowered to help clients pursue their financial goals by using your high energy, engagement, positivity, and professionalism. You are responsible for:

  • Being passionate about helping our clients reach  their financial well-being up to and through retirement
  • Providing exceptional options to customers, by communicating details of TIAA retirement plans, executing transactions, and service requests
  • Leveraging multiple resources to educate clients through insightful conversations
  • Educating our clients to help retain and increase assets by referring to business partners when appropriate
  • Collaborating across the organization to drive continuous improvements

Professionals who do not have the required licenses will join TIAA 1-8 weeks early.  We will  pay you while we help you study, prepare, and pass the exam(s)  leading up to our training program.

Professionals who have passed the Securities Industry Essentials (SIE) Exam before applying TIAA have the opportunity to receive a $1500 Bonus after 30 days of employment.  


  • FINRA SIE, Series 6, and 63 Registrations (if you do not have, it must be obtained within 120 days)
  • State Insurance License (if you do not have, it must be obtained within 120 days)
  • Bachelors Degree or some college with professional designations
  • Financial Services experience
  • Three or more years of customer service experience
  • Sales experience a plus
  • Bi-Lingual in Spanish a plus


  • Must be available  between the hours of 8:00 am - 5:00 pm  local time during training
  • To position our consultants for success, please note that time off is limited during training

Hours of operation are 8am-10pm EST Mon-Fri and 9am-6pm EST Sat. Shift availability varies and our consultants rotate every 5th week to work Saturdays.

Equal Employment Opportunity is not just the law, its our commitment. Read more about the . If you need assistance applying due to being visually or hearing impaired, please email , or call We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Additional Information
  • Requisition ID: 1729945
Previous Job Searches

All locations

My Profile

Create and manage profiles for future opportunities.

My Submissions

Track your opportunities.

© TIAA Careers. All rights reserved. Explore all the opportunities we have to offer


Start your career with us

Help us deliver on our unique mission to serve those who serve others. We'll put your talents and skills to work immediately - no waiting.


We are TIAA. Created to serve. Built to perform. DIVERSITY

We're proud of our diverse backgrounds and perspectives.


Explore our career areas to see where you might fit best.


We have opportunities available across the United States and in India.


The overall health of our employees is important to us.


Meet some incredible people making a difference

To mark our 100th year, we're honoring Difference Makers by donating $1 million to the organizations they support. Thousands were nominated, and we want to share their inspiring stories with you.

2019 and prior years, Teachers Insurance and Annuity Association of America - College Retirement Equities Fund, New York, NY 10017

TIAA is an Equal Employment Opportunity/Affirmative Action employer committed to fostering workforce diversity and inclusion.

Advisory services provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.

1 0
TIAA logo
More Jobs Like This
See more jobs