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TIAA

Associate Financial Consultant – National Plan Event Team

TIAA

. Answer participant questions about pension plans, tax-deferred annuities, and investment options .

Posted 10/12/2026full-timeDallas • Texas • United StatesJuniorMid-Level💰 $62,900 - $91,700 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing financial planning advice, particularly in retirement plans and investment options, while maintaining strong relationships with clients and institutional plan sponsors. Proficient in executing transactions and applying tax and investment strategies tailored to client needs.

Highest-signal resume keywords
Series 7 FINRA RegistrationSeries 63 FINRA RegistrationLife and Health Insurance LicenseKnowledge of Tax and Investment StrategiesExperience with Retirement Plans

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial Planning AdviceInvestment OptionsMutual FundsAnnuitiesIRAs529 Plans403b PlansTax-Deferred AnnuitiesBank ProductsLife Insurance
Soft Skills
Exceptional Customer ServiceRelationship ManagementCommunication Skills
Tools & Technologies
Phone CommunicationVideo Chat
Certifications & Qualifications
Series 7 FINRA RegistrationSeries 63 FINRA RegistrationLife and Health Insurance License
Industry Keywords
Pension PlansRetirement PlansInvestment StrategiesInstitutional Plan SponsorsBeneficiaries

About the role

Key responsibilities & impact
  • Answer participant questions about pension plans, tax-deferred annuities, and investment options
  • Educate clients and facilitate purchases of mutual funds, annuities, IRAs, 529 and 403b plans, bank products, life insurance, and other products
  • Provide financial planning advice by phone and video chat
  • Interact with retirement plan participants and provide exceptional customer service
  • Execute transaction and service requests
  • Apply tax and investment strategies to financial advice based on client needs and objectives
  • Communicate with cross-business partners to develop and implement TIAA products and services
  • Develop and maintain relationships with institutional plan sponsors

Requirements

What you’ll need
  • 2+ years of work experience required
  • University degree preferred
  • Series 7 FINRA registration
  • Series 63 FINRA registration
  • Life and Health Insurance License (Resident State) required within 120 days of start date
  • All licenses must be obtained within 120 days from start date
  • Knowledge of tax and investment strategies
  • Knowledge of retirement plans, tax-deferred annuities, investment options, mutual funds, annuities, IRAs, 529 and 403b plans, bank products, and life insurance
  • Ability to provide financial planning advice through phone and video chat
  • Ability to work with retirement plan participants, institutional plan sponsors, beneficiaries, and legal and financial representatives
  • Sedentary work

Benefits

Comp & perks
  • Hourly pay and overtime eligibility during the initial training period
  • Competitive compensation package may include participation in an incentive program linked to performance
  • Superior retirement program
  • Competitive health, wellness and work life offerings
  • Financial well-being support
  • Learning experiences and development pathways
  • AI tools and future-focused skills
  • Drug-free and smoke-free workplace
  • Accessibility support for applicants with disabilities