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

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 Jan 4th, 2027
• 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
• TIAA 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.

Anticipated Posting End Date:

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. 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.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

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