Financial Consultant
Not Disclosed•Full-TimeOn-site
location_on1428, Walker Way, North Ridge, Coralville, Johnson County, Iowa, 52241, United States
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 we are a market-leading retirement company fueled by world-class asset management. We are fighting harder than ever before for our clients and the many Americans who need us.
At TIAA, we are 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.
The Financial Consultant provides in-person and virtual counseling for participants, new entrants, prospects, beneficiaries, and their legal and financial representatives on the complete spectrum of TIAA products and services. This role covers institutions aligned to regional structures and offers financial planning advice via in-person, phone, and video chat to help clients accomplish their immediate and long-term financial goals.
During your initial period of employment, you will receive comprehensive training on TIAA's products. The role begins as non-exempt (hourly with overtime eligibility) and transitions to exempt (salaried) after the training period concludes, with the salary rate calculated to match your hourly rate multiplied by 40. All necessary licenses must be obtained within 120 days from your start date.
The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being of our associates. 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.
TIAA is an Equal Opportunity Employer. We do 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. We are committed to providing equal opportunity across all employment practices and believe our employees have a right to a diverse and inclusive workplace.
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 contact our accessibility support team at (800) 842-2755 or accessibility.support@tiaa.org.
TIAA maintains a drug-free and smoke-free workplace.
Work model: On-site
1428, Walker Way, North Ridge, Coralville, Johnson County, Iowa, 52241, United States
Coralville, Iowa
University degree. 5+ years of financial services experience.
