[Hiring] Virtual Financial Consulting Director @TIAA

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Role Description

The Virtual Financial Consulting role supervises professional level Financial Consultants who are responsible for answering questions for all in-plan participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services. This role supports institutions aligned to regional structures and develops strategies and services for offering financial planning advice via in person, phone and video chats to help clients accomplish their immediate and long-term financial goals.

  • Monitors Virtual Financial Consultants’ responses to participant's virtual questions on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and grow assets.
  • Educates and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
  • Provides employees with guidance in handling difficult or complex retirement plan participant virtual interactions or in resolving escalated complaints or disputes.
  • Ensures team members are equipped with thorough knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
  • Communicates internally with cross-business partnerships to develop and implement the organization's products and services to support clients and company initiatives.
  • Maintains and grows strong relationship with Institutional Plan Sponsors.

Qualifications

  • University (Degree) Preferred
  • 5+ Years Required; 7+ Years Preferred
  • Series 7, 63, and 24 completed within 120 days of start date

Requirements

  • 5+ years of financial services experience
  • Series 7, 63, and 24 completed

Related Skills

  • Accountability
  • Business Acumen
  • Business Development
  • Client Relationship Management
  • Commercial Mindset
  • Communication
  • Financial Markets Impact
  • Inspires Others
  • Negotiation
  • Problem Solving
  • Relationship Management
  • Retirement Planning Selling

Benefits

  • Comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
  • Superior retirement program.
  • Highly competitive health, wellness and work life offerings.

Company Description

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management.

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission.

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