Financial Consultant

TIAA

. Provide in-person and virtual counseling to participants, new entrants, prospects, beneficiaries, and their legal and financial representatives .

Posted 11/4/2026full-timeTampa • Florida • United StatesMid-LevelSenior💰 $35 - $46 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing financial planning advice, counseling on pension plans, and utilizing tax and investment strategies to meet client needs. Strong ability to develop relationships with Institutional Plan Sponsors and deliver exceptional customer service.

Highest-signal resume keywords

Financial Planning AdviceTax And Investment StrategiesSeries 7 CertificationSeries 63 CertificationLife And Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services ExperienceCounselingMutual FundsAnnuitiesIRAs529 Plans403b PlansBank ProductsLife InsuranceCustomer Service

Soft Skills

CommunicationRelationship BuildingCustomer Service

Certifications & Qualifications

Series 7Series 63Life And Health Insurance License

Industry Keywords

Pension PlansTax-Deferred AnnuitiesInvestment OptionsInstitutional Plan SponsorsFINRA Registrations

About the role

Key responsibilities & impact

Provide in-person and virtual counseling to participants, new entrants, prospects, beneficiaries, and their legal and financial representatives
Provide financial planning advice through in-person meetings, phone, and video chat
Counsel participants on pension plans, tax-deferred annuities, and investment options
Educate, recommend, and facilitate purchases of mutual funds, annuities, IRAs, 529 and 403b plans, bank products, life insurance, and other products
Provide customer service and execute transaction and service requests
Use tax and investment strategies to develop advice based on clients’ needs and objectives
Communicate with cross-business partners to develop and implement products and services
Develop and maintain relationships with Institutional Plan Sponsors
Complete initial training on TIAA products and the role
Travel regionally to client institutions

Requirements

What you’ll need

3+ years financial services experience
Series 7 and Series 63 completed within 120 days of start date
Life and Health Insurance License (Resident State) required within 120 days
University degree preferred
5+ years financial services experience preferred
Knowledge of tax and investment strategies
Ability to provide financial planning advice and counseling
Ability to travel regionally to client institutions at least 3 days per week
Ability to travel up to 25% of the time outside the assigned territory
FINRA registrations: Series 7 and Series 63
Sedentary work capability

Benefits

Comp & perks

Hourly pay and overtime eligibility during initial training period
Salaried pay after the training period
Competitive compensation package may include performance-linked incentive programs
Superior retirement program
Competitive health, wellness, and work-life offerings
Training on TIAA products and the Financial Consultant role
Remote work for part of the week
Accessibility support for the online application process