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TIAA
TIAA
H1B Visa SponsorFinanceInsuranceWealth Management
TIAA is a financial services and insurance company focused on retirement planning, wealth management, and long-term financial security. Its offerings include annuities, individual retirement accounts, investment management, and personalized financial guidance for individuals and institutional clients. Founded in 1918, TIAA combines retirement expertise with responsible investing and manages $1.2 trillion in assets, helping customers plan for dependable lifetime income and more confident financial futures.
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TIAA Financial Consultant, Philadelphia (Hybrid)

Advise TIAA retirement-plan clients on investments, insurance, and financial planning. Provide in-person and virtual counseling, including travel to regional institutions.

USUnited StatesPAPennsylvania
$34 – $45 / hour
HybridFull-timeMiddleSeniorEnglish RequiredFinancial Planning and Analysis

Description

  • Counsel plan participants, prospects, beneficiaries, and their legal or financial representatives in person and virtually.
  • Advise clients on pension plans, tax-deferred annuities, and investment options to support asset retention and growth.
  • Explain and recommend financial products, and help clients purchase mutual funds, annuities, IRAs, 529 and 403(b) plans, bank products, life insurance, and related offerings.
  • Handle client service needs and complete transaction and service requests.
  • Tailor financial advice to client needs by applying tax and investment strategies.
  • Work with colleagues across business lines to develop and deliver products and services.
  • Build and sustain relationships with institutional plan sponsors.
  • Serve institutions within assigned regional structures.
  • Work under a hybrid-flex arrangement, combining in-person and remote work.

Requirements

  • At least 3 years of work experience.
  • A university degree is preferred.
  • FINRA Series 7 and Series 63 registrations.
  • Obtain a resident-state Life and Health Insurance License within 120 days.
  • Provide financial planning advice in person, by phone, and by video chat.
  • Knowledge of tax and investment strategies.
  • Knowledge of pension plans, tax-deferred annuities, mutual funds, annuities, IRAs, 529 and 403(b) plans, bank products, and life insurance.
  • Travel to regional client institutions at least 3 days per week.
  • Occasional travel outside the assigned territory, up to 25% of the time.
  • Ability to perform sedentary work.

Benefits

  • Retirement program.
  • Health, wellness, and work-life offerings.
  • Performance-linked incentive program, which may include annual discretionary incentives, non-annual sales incentives, or other non-annual incentive plans.
  • Hybrid-flex work arrangement.
  • Learning opportunities and development pathways.
  • AI tools and development of future-focused skills.

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