Financial Services Consultant -SIE & Registered - Charlotte, NC National Contact Center

Benefits

Additional Information

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people-and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to join our coalition of champions. This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. But this is so much more than a call center job. As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping TIAA deliver its mission of providing guaranteed income for life. Beyond that, you will set your career on an exciting new path in the financial services industry. Over 1600 current associates began their TIAA journeys in our National Contact Center (NCC) and later changed course, ultimately arriving in entirely different career destinations including sales, learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the same financial security we work to provide our clients. From our industry-leading pension program and family support benefits to making it easy to perform your best wherever you work, our experience is designed to set associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered. Great Financial Services Consultants bring a wide range of experiences - there's no blueprint, although there are skills and qualities we look for: - Strong customer service mindset - Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and able to work well in a structured operational environment - Able to communicate clearly and professionally verbally and in writing - Ability to prioritize multiple tasks and navigate multiple business systems - Demonstrate care, compassion, and empathy - A learner's mindset, being coachable and open to feedback - Performs well in a scheduled work environment - Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice. Key Responsibilities and Duties Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning Understands participant needs and outlines appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanations. Answers participant questions by communicating financial plan details and providing further explanation when necessary. Executes transactions and service requests on behalf of participant. Maintains records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed. Refers participant to business partners when appropriate to help participant achieved their desired outcome. Educational Requirements Associate's Degree or Equivalent Experience Preferred Work Experience No Experience Required FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 5IC Hybrid office presence. Candidates with SIE may be eligible for a $1500 bonus. The Start Date will be July 6th, 2026. Hours of operation are Mon - Fri 8:00 am to 10:00 pm Eastern Time. Must be able to successfully complete employment screening, including a Credit Report background check. Interview will be in-person. T IAA offers competitive compensation for this role by continually assessing market data and reflecting that in our pay ranges. Financial Consultants are paid at a base pay rate determined by your relevant experience and market data associated with the position and hiring location. Our total compensation package includes an hourly rate plus an annual bonus with a target of 15% of your base pay and eligible earnings. The potential total compensation range for this position based on the target bonus rate is between $47,000 and $66,700. Related Skills Adaptability, Collaboration, Communication, Conflict Management, Cu