Financial Services Consult, Academy
Charlotte , North Carolina
January 05, 2017
Job Description



Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.


By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.


For more information about TIAA, visit our website.




TIAA is committed to making financial well-being possible for its clients, and the company is equally committed to the wellbeing of its employees.  The Client Services Group is responsible for developing and delivering the service experience for our individual and institutional clients, acting as the firm’s “service delivery hub”. 


Consultants in multiple sites (Charlotte, Dallas and Denver) respond to phone calls and emails to execute requests from retirement plan participants while providing financial guidance.  Financial Services Consultants are also responsible for increasing assets, initiating new business through rollovers and transfers from the competition, and retaining assets through individual communication. 


In building a world class National Contact Center our Financial Services Consultants exemplify our corporate values.  Our consultants are empowered to deliver excellence in customer service and financial results.  They believe in putting our participants first in every interaction and through continuous improvement processes.  Consultants operate as one team through interdepartmental collaboration and act with the highest degree of integrity in both customer and employee interactions.



The Academy assists you in obtaining your Series 6 and 63 financial securities licenses, putting you on the right path to a long-term career in financial services! You will complete a seven-week study period to obtain the required licenses, followed by a three-to-four month training program to become a Financial Services Consultant.

As a Financial Services Consultant, you will provide the highest level of customer service to our participants and deliver excellence in a challenging yet extremely rewarding environment.  Being at the forefront of our business, you will play an imperative role in helping our participants achieve financial well-being. 

Using your high energy, engagement, positivity and professionalism, you will be responsible for:

  • Interacting with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
  • Leveraging multiple resources while educating and devoting time with our participants through intuitive conversations.
  • Providing financial guidance to our participants to help retain and increase assets.
  • Collaborating across the organization to deliver world-class service and safeguard business continuity and process improvements.




Required Qualifications:


  • FINRA 6 and 63 registrations as well as state life insurance licenses must be obtained through our Academy program
  • State Life Insurance preferred or must be obtained
  • Must be available to work 8AM -5PM during training
  • Must be willing and available to work any shift between 8AM - 8PM Monday-Friday, as well as, Saturday from 9AM - 6PM on a rotational basis.

Preferred Qualifications:


  • Bachelor’s Degree or some college with professional designations
  • Three or more years of financially-related customer contact experience. Financial services sales experience is a plus.
  • Bi-Lingual in Spanish is a plus.


Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law


If you need assistance applying due to being visually or hearing impaired, please email Careers Help.
We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.


*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921

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