Education Savings Consultant

TIAA

. Educate individuals about 529 Plans .

Posted 10/28/2026full-timeEast Lansing • Michigan • United StatesJuniorMid-Level💰 $57,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in 529 Plans and college savings solutions, with strong analytical skills to evaluate tuition financing markets and develop effective outreach strategies. Proven ability to cultivate and maintain client relationships while providing education on savings options.

Highest-signal resume keywords

Knowledge Of 529 PlansClient Relationship ManagementMarket AnalysisTuition Financing AnalysisSeries 6 Or 7 Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tuition Financing Market AnalysisData Gathering And AnalysisFramework Development529 Savings Plan EducationConsultation With Financial Advisors

Soft Skills

CommunicationNegotiationProblem Solving

Certifications & Qualifications

Series 63 Registration

Industry Keywords

529 Workplace Savings ProgramCollege Savings OptionsTuition Savings PlansInvestment Team Collaboration

About the role

Key responsibilities & impact

Educate individuals about 529 Plans
Grow the 529 Workplace Savings Program by cultivating new relationships and maintaining existing relationships
Consult with portfolio managers and financial advisors
Develop frameworks that evaluate tuition savings plans
Analyze the tuition financing market and use benchmarks to educate prospects on college savings options
Gather college tuition cost data and identify variables affecting college savings goals
Organize 529 savings plan materials and present education savings options to clients
Conduct research and review market analysis reports
Serve as the point of contact for 529 college savings solutions
Develop education and outreach plans with the investment team to assist clients with college savings needs

Requirements

What you’ll need

2+ years of work experience required
3+ years of work experience preferred
Series 6 or 7 registration indicator
Series 63 registration indicator
University degree preferred
Sedentary work physical requirements
Knowledge of 529 plans and college savings solutions
Ability to analyze tuition financing markets and market analysis reports
Ability to gather and analyze college tuition cost data
Client relationship management, communication, negotiation, problem solving, and related skills

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work-life offerings
Incentive program linked to performance, depending on the role
Comprehensive Total Rewards package