Financial Consultant Director

Financial ConsultingThe 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 to help clients accomplish their immediate and long-term financial goals.Key Responsibilities and DutiesMonitors Financial Consultants’ responses to participant's 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 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 relationships with Institutional Plan Sponsors.Educational RequirementsUniversity (Degree) PreferredWork Experience5+ Years Required; 7+ Years PreferredFINRA RegistrationsSRC Indicator: Series 7; Series 63; Series 24Licenses and CertificationsLife and Health Insurance License (Resident State) - Multiple Issuers required within 120 DaysPhysical RequirementsSedentary WorkCareer Level9PLAnticipated Posting End Date:

2024-11-08Base Pay Range: $106,600/yr. - $180,000/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.Company OverviewEvery 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.Benefits and Total RewardsThe 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.Equal OpportunityWe 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.Accessibility SupportTIAA 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) 842-2755Email:

accessibility.support@tiaa.orgPrivacy NoticesFor Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click

here .

#J-18808-Ljbffr