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TIAA seeks an Associate Financial Consultant to deliver virtual financial planning and advisory services to participants, entrants, and sponsors. The role evolves from hourly training pay to a salaried exempt position, requiring 120 days to obtain licenses and licensing in 120 days. The position involves advising on pensions, retirement plans, and investments via phone/video, with a focus on client service and cross‑team collaboration to grow assets.

Also on the board Same function, level within a rung

Level

Senior

Location

Frisco, TX

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

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