National Associate Financial Consultant – Plan Event Team

TIAA

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

Posted 10/12/2026full-timeUnited StatesJuniorMid-Level💰 $30 - $44 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing financial planning advice, utilizing tax and investment strategies to meet client needs. Proficient in managing relationships with retirement plan participants and institutional plan sponsors while executing transactions and service requests.

Highest-signal resume keywords

Series 7 FINRA RegistrationSeries 63 FINRA RegistrationLife and Health Insurance LicenseFinancial Planning AdviceTax and Investment Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pension PlansMutual FundsAnnuitiesIRAs403(b) Plans529 PlansBank ProductsLife InsuranceTransaction ExecutionService Requests

Soft Skills

CommunicationRelationship ManagementClient Interaction

Certifications & Qualifications

Series 7 FINRA RegistrationSeries 63 FINRA RegistrationLife and Health Insurance License

Industry Keywords

Personal Financial PlanningInvestment OptionsTax-Deferred AnnuitiesCross-Business CollaborationInstitutional Plan Sponsors

About the role

Key responsibilities & impact

Answer participant questions about pension plans, tax-deferred annuities, and investment options
Educate and facilitate purchases of mutual funds, annuities, IRAs, 529 plans, 403(b) plans, bank products, and life insurance
Provide authoritative information for personal financial planning decisions
Interact with retirement plan participants and execute transaction and service requests
Use tax and investment strategies to provide 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
Complete initial training on TIAA products and the role

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
Ability to provide financial planning advice
Ability to work in a sedentary role

Benefits

Comp & perks

Eligible for overtime pay during the initial training period
Competitive compensation package may include participation in performance-linked incentive programs
Superior retirement program
Competitive health, wellness, and work-life offerings
Training on TIAA products and the role
Meaningful learning experiences and development pathways
Accessibility support for applicants with disabilities
Drug-free and smoke-free workplace