Virtual Financial Consultant Multi-Lingual - Charlotte
8 hours ago
Job description
Virtual Financial Consultant Multi-lingual
The Virtual Financial Consultant Multi-lingual provides virtual counseling in multiple languages for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services.
This job 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 training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay.
After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay.
All licenses must be obtained within 120 days from start date.Key Responsibilities And Duties
Counsels participants in multiple languages on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
Develops and maintains strong relationship with Institutional Plan Sponsors.
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
FINRA Registrations
SRC Indicator:
Series 7; Series 63
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Physical Requirements
Physical Requirements:
Sedentary Work
Career Level
7IC
This is a hybrid role which would require at least three days in the Frisco or Charlotte office per week
Requires passing Spanish Assessment
Related Skills
Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling
Anticipated Posting End Date
Base Pay Range:
$75,400/yr - $92,300/yr
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).
_____________________________________________________________________________________________________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 we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're 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 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.
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.
Phone:
Email:
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
,
This is a hybrid role which would require at least three days in the Frisco or Charlotte office per week
Requires passing Spanish Assessment
Similar jobs
Virtual Financial Consultant Multi-lingual · The Virtual Financial Consultant Multi-lingual provides virtual counseling in multiple languages for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIA ...
22 hours ago
The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. · ...
1 month ago
The Virtual Financial Consultant Multi-lingual provides virtual counseling in multiple languages for all participants, · new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products · Counsels participants in multi ...
1 month ago
The Virtual Financial Consultant Multi-lingual provides virtual counseling in multiple languages for all participants,new entrants, prospects,beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. · This job covers inst ...
2 weeks ago
Job summary · Provides retirement education and advice to the organization's clients and prospects. Helps individuals navigate and provides advice related to qualified and non-qualified product and investment needs. ...
1 month ago
The Virtual Financial Consultant provides virtual counseling in multiple languages for all participants on the complete spectrum of TIAA products and services.This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and ...
2 weeks ago
The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. · ...
3 weeks ago
The Individual Financial Consultant (IFC) provides retirement education and advice to clients. · ...
3 weeks ago
+The Individual Financial Consultant provides retirement education and advice to the organization's clients and prospects. This job helps individuals navigate and where appropriate , provides related qualified and non-qualified product investment needs information.+Working under ...
1 month ago
The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. · ...
1 month ago
The teacher is responsible for developing and implementing the ML instructional strategies that are compatible with the student's age, grade and developmental level. · ...
1 month ago
The Multi-Family Project Coordinator works directly with all levels of the Multi-Family team and clients to ensure multi-family clients achieve program goals from design phase through construction by collecting and disseminating information. · ...
1 month ago
We are seeking a Adobe AEM Architect to create digital architecture with roles involving analysis, design, development and integration of distributed applications in web-based and content management systems. · Develop Digital Consumer experiences based on Adobe marketing cloud pr ...
1 week ago
We Are Seeking a Dental Customer Service/Front Desk Administrator To Work At Our University Office Who Has Experience In The Following Areasdental office experience · provides excellent customer service · has a positive attitude and willingness to help others · ...
4 weeks ago
Implement Workday in multiple countries within an assigned region. · Tactical execution of work plans as directed by the project team for region/vendor population (i.e. data collection contractual analysis user onboarding etc). · ...
1 week ago
Implement Workday in multiple countries within an assigned region. · Tactical execution of work plans as directed by the project team. · ...
1 week ago
Consult on complex initiatives with broad impact and large-scale planning for Finance. Review and analyze complex multi-faceted, larger scale or longer-term Finance challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors. · ...
1 month ago
Lorem ipsum dolor sit amet, · Consult on complex initiatives with broad impact and large-scale planning for Specialty Software Engineering.Review and analyze complex multi-faceted, larger scale, or longer-term Specialty Software Engineering challenges that require in-depth evalua ...
1 month ago
This Test Manager will implement Workday in multiple countries within an assigned region. · Tactical execution of work plans as directed by the project team for region/vendor population (i.e. data collection, contractual analysis, user onboarding etc) · Prepare and manage key sta ...
1 week ago
This contingent resource assignment involves consulting on complex initiatives with broad impact for Specialty Software Engineering. · Review and analyze complex multi-faceted challenges requiring in-depth evaluation of multiple factors. · Contribute to the resolution of complex ...
1 month ago