Financial Consultant
Company: TIAA
Location: San Francisco
Posted on: October 10, 2024
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Job Description:
The Financial Consultant provides in person and virtual
counseling for all participants, new entrants, prospects,
beneficiaries and their legal and financial representatives on the
complete spectrum of TIAA products and services. This job covers
institutions aligned to regional structures and offers financial
planning advice via in person, phone and video chat to help clients
accomplish their immediate and long-term financial goals.
During your initial period of employment, you will receive training
on TIAA's products and the role will be non-exempt - meaning you
will be paid on an hourly basis and eligible for overtime pay.
After the training period has concluded, the role will be exempt
and you will be paid on a salaried basis at the same rate (i.e.,
your weekly salary will be equal to your hourly rate multiplied by
40) and you will no longer be eligible for overtime pay. All
licenses must be obtained within 120 days from start date.
Key Responsibilities and Duties
Educational Requirements
Work Experience
FINRA Registrations
Licenses and Certifications
Physical Requirements
Career Level
7IC
Preferred Skills and Qualifications:
Related Skills
Accountability, Business Development, Client Service, Commercial
Acumen, Commercial Mindset, Communication, Financial Markets
Impact, Group Problem Solving, Inspires Others, Negotiation,
Relationship Management, Retirement Planning Selling
Anticipated Posting End Date: 2024-10-11
Base Pay Range: $65,300/yr. - $108,500/yr.
Actual base salary may vary based upon, but not limited to,
relevant experience, time in role, base salary of internal peers,
prior performance, business sector, and geographic location. In
addition to base salary, the competitive compensation package may
include, depending on the role, participation in an incentive
program linked to performance (for example, annual discretionary
incentive programs, non-annual sales incentive plans, or other
non-annual incentive plans).
Company Overview
TIAA is the leading provider of financial services in the academic,
research, medical, cultural and government fields. We offer a wide
range of financial solutions, including investing, banking, advice
and education, and retirement services.
Benefits and Total Rewards
The organization is committed to making financial well-being
possible for its clients, and is equally committed to the
well-being of our associates. That's why we offer a comprehensive
Total Rewards package designed to make a positive difference in the
lives of our associates and their loved ones. Our benefits include
a superior retirement program and highly competitive health,
wellness and work life offerings that can help you achieve and
maintain your best possible physical, emotional and financial
well-being. To learn more about your benefits, please review our
.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We
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
protected status.
Read more about the Equal Opportunity Law .
Accessibility Support
TIAA offers support for those who need assistance with our online
application process to provide an equal employment opportunity to
all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation
to complete a job application please use one of the below options
to contact our accessibility support team:
Phone: (800) 842-2755
Email:
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other
than California), click .
For Applicants of TIAA, Nuveen and Affiliates residing in
California, please click .
For Applicants of Nuveen residing in Europe and APAC, please click
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Keywords: TIAA, Pittsburg , Financial Consultant, Accounting, Auditing , San Francisco, California
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