Full-Time
Wealth Management Advisory Consultant
Confirmed live in the last 24 hours
TIAA
10,001+ employees
Retirement services and investment solutions provider
Compensation Overview
$75k - $105kAnnually
Mid, Senior
Frisco, TX, USA + 4 more
More locations: Seattle, WA, USA | Pasadena, CA, USA | Wheaton, IL, USA | Phoenix, AZ, USA
This is a hybrid role which will require being in the office at least 3 days per week.
You match the following TIAA's candidate preferences
Employers are more likely to interview you if you match these preferences:
- 3+ years of experience in financial services
- FINRA Series 7 and Series 66 (or combination of 63 & 65) registrations must be obtained within the first 120 days.
- State health and life insurance licenses must be obtained within the first 120 days as a condition of employment.
- Manages time and resources efficiently and effectively
- Develops and implements strategic and tactical plans with strong considerations to client challenges.
- Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
- Reviews client information, including financial statements, risk investment profile and cash availability.
- Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.
- Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
- Works in a team environment to maintain a book of business and meet or exceed annual sales targets.
- Bachelor’s Degree
- 5+ years of experience in financial services
- Prior advisor/consultant experience
- Knowledge of institutional retirement plans
- MoneyGuidePro, and or experience with other advice planning tools
TIAA provides financial services focused on retirement, insurance, and investment solutions, primarily for individuals in the academic, research, medical, cultural, and governmental sectors. Their products include retirement plans, annuities that offer steady income for retirees, life insurance, and investment management services. TIAA generates revenue through fees for managing these products and returns on client investments. Unlike many competitors, TIAA emphasizes social responsibility, demonstrated by their initiative to donate $1 million to support community organizations. Their goal is to offer secure financial options while positively impacting society.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
1918
Simplify's Take
What believers are saying
- TIAA's management of WA529 Invest enhances its position in the education savings market.
- The rise of ESG investing aligns with TIAA's focus on socially responsible investment options.
- Expansion in Frisco and partnerships like Swipe Out Hunger support TIAA's growth and community impact.
What critics are saying
- Increased competition in 529 plans could affect TIAA's market share and fee structures.
- Fintech innovations, like OneVest's wealth management tech, challenge TIAA's traditional solutions.
- Real estate market volatility may impact TIAA's investments and financial stability.
What makes TIAA unique
- TIAA has over a century of experience in financial services for professionals.
- The company offers a wide range of financial products, including retirement plans and annuities.
- TIAA's commitment to social responsibility is evident through initiatives like the 'Difference Makers' program.
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Benefits
Health Insurance
401(k) Retirement Plan
Wellness Program
Flexible Work Hours
Remote Work Options
Company News
TIAA, a leader in 529 plan management, brings reduced fees and enhanced digital capabilities to the college savings experienceOLYMPIA, Wash., Feb. 19, 2025 /PRNewswire/ -- The Washington Student Achievement Council (WSAC) is pleased to announce the relaunch of Washington's 529 college savings plan as WA529 Invest, a $690 million1 assets under management plan now managed by TIAA, the third largest program manager2 of 529 college savings plans. WA529 Invest is now a more accessible, affordable, and flexible way for Washington families to save for higher education.Under the new program management, WA529 Invest offers several enhancements for account owners. The annual $30 account maintenance fee has been eliminated along with most service-based fees and asset-based fees are reduced. Additionally, WA529 Invest provides more investment options, including a socially responsible and a guaranteed portfolio, while simplifying the Enrollment Year investment option.Account owners will benefit from enhanced convenience through a new, modern technology platform that makes managing accounts easier than ever. With the READYSAVE™ 529 app, users can access their accounts anytime, anywhere
From first-generation college student to the first Latina in the nation to run a four-year public higher education system, Chancellor García is recognized for improving academic outcomes for students across the CSU systemNEW YORK, Feb. 12, 2025 /PRNewswire/ -- California State University Chancellor Mildred García, a first-generation college student turned trailblazer instrumental in helping students across the CSU system achieve academic success by spearheading policies and programs to help improve graduation rates and make college more affordable, is the recipient of the 2025 TIAA Institute Hesburgh Award for Leadership Excellence in Higher Education.The award is sponsored by TIAA Institute, the research division of TIAA, a leading provider of secured retirements for the not-for-profit market and administered by the American Council on Education (ACE).Named after the former president of the University of Notre Dame and longtime TIAA board member, Rev. Theodore M. Hesburgh, C.S.C., the award is presented each year to a current college or university president or chancellor for outstanding leadership of their institution and broad impact on higher education and society."The California State University's 23 institutions are rated among the best in the nation on affordability and for promoting social mobility—and Chancellor García has played an enormous role in making that happen," said Surya Kolluri, Head of TIAA Institute. "The first in her family to earn a college degree, she has inspired countless students through her trailblazing career and visionary leadership."García became the university's 11th chancellor in 2023, making her the first Latina in the nation to run a four-year public higher education system, but her dedication to student achievement began long before becoming chancellor.For nearly two decades, Chancellor García has championed for students across CSU by building partnerships to improve academic outcomes.Chancellor García is accredited with improving graduation rates and nearly tripling new philanthropic gift commitments during her time as president of CSU Fullerton. She also served as the first Latina president at CSU Dominquez Hills where she increased retention rates for first year and transfer students, eliminated a structural deficit of $2.8 million and exceeded enrollment targets
Moderne, the automated code refactoring and analysis company, announced it has closed $30 million in Series B funding led by Acrew Capital with participation from Morgan Stanley, Amex Ventures, and TIAA Ventures
Mention a Packard or Studebaker to classic car buffs and eyes glisten. These sleek wheels were once the epitome of luxury. In 1954, the two companies merged, but the new company lost its traction and US production came to a screeching halt in 1963. When the company went kaput, thousands of the company’s workers discovered that their traditional defined benefit pensions guaranteeing an income stream for life were terminated too. The outrage caught the attention of lawmakers, and although it took more than a decade, federal legislation to protect workers’ retirement savings was signed into law in 1974: the Employee Retirement Income Security Act, or ERISA. That law is the spine of much of today’s retirement benefit landscape for American workers, but it's having a midlife crisis
OneVest, a Calgary and Toronto-based FinTech startup, has raised $29 million CAD ($20 million USD) in a Series B round led by Salesforce Ventures to expand in the US. The funding will support product development and hiring 100 employees over the next year. OneVest aims to be a leader in wealth management tech, offering modular software for financial institutions. The company plans strategic partnerships and AI tool launches to enhance its platform. Total funding now stands at $53 million CAD.