Job Information

TIAA Financial Services Consultant - Registered, NCC in Charlotte, North Carolina


TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.


Financial Services Consultant

As licensed professionals our consultants exemplify all TIAA corporate values. They deliver excellence in customer service through continuous improvement processes focused on participant experience and help achieve financial results. Consultants operate through interdepartmental collaboration and act with the highest degree of integrity in both client and employee interactions. They engage our clients by providing financial education through in-bound phone calls in one of our National Contact Centers.

Key Responsibilities and Duties

  • Leveraging multiple resources to educate clients through insightful conversations and providing exceptional options to customers and communicating all details of TIAA retirement Plans

  • Educating our clients to help retain and increase assets by referring to business partners when appropriate.

  • Collaborating across the organization to drive continuous improvements

  • Responsible to educate and provide service to client only but not advise


  • No Experience Required

  • University (Degree), Preferred

FINRA Registrations

  • SRC Indicator: Series 6 or 7; Series 63

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level


  • For candidates who are partially licensed, your start date may be delayed

  • Candidates with SIE may be eligible for a $1500 bonus

  • Customer Service or Sales experience preferred

  • Hours of operation are Mon - Fri 8:00 am to 8:00 pm Eastern Time

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 ( .

We are an Equal Opportunity/Affirmative Action Employer. We 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 protected status.

Read more about the Equal Opportunity Law 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.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755


For residents of California, please click here ( to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here ( to access the EU / UK Pre-employment Notice.

For all other residents, click here ( to access the Applicant Privacy Notice.

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.