Financial Consultant

Job Description Job Description: The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports TIAAu2019s Retirement Solutions business and offers long-term career growth into Wealth Advisory, Retirement Income Consulting, and Asset Management. This is a highly visible, client-facing role focused on helping participants understand where they stand today and how to successfully prepare for retirement. RESPONSIBILITIES ________________________________________ u2022u2003Provide virtual retirement planning and financial guidance to participants via Zoom and phone u2022u2003Conduct approximately 30 client meetings per week supporting retirement readiness, rollovers, and income planning u2022u2003Deliver high-quality client experiences aligned with TIAAu2019s values, culture, and service standards u2022u2003Support participants in understanding retirement goals and pathways to successful retirement outcomes u2022u2003Maintain accurate documentation and complete administrative responsibilities related to client engagement u2022u2003Collaborate with regional teams supporting participants across assigned geographic territories We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: Skills and Requirements u2022u20033+ Years of Financial Services experience u2022u2003Series 7 License u2022u2003Series 63 License u2022u2003Life and Health Insurance License (Resident State) u2022u2003Experience in retirement planning, wealth management, or financial consulting

Created: 2026-03-07