Education Savings Consultant

The Education Savings Consultant job delivers a variety of investment services and products that facilitate the college savings process.

Working under moderate supervision, this job works closely with the investment team and develops education and outreach plans to assist clients in their college savings needs.

Key Responsibilities and Duties

Support AUM growth goals by educating and guiding prospects through our process.

Educate individuals about 529 Plans and deliver on the 529 Workplace Savings Program, ensuring client satisfaction and program success.

Cultivate and maintain strong relationships with various business partners to increase awareness and adoption of the 529 program.

Consults with portfolio managers and financial advisors and develops frameworks that evaluate tuition (e.g., 529) savings plans.

Analyzes the tuition financing market and utilizes benchmarks to educate prospects on college savings options.

Gathers data on college tuition costs and identifies variables that may affect college savings goals.

Organizes 529 savings plan materials and presents options to clients for Education Savings.

Conducts research and reviews market analysis reports.

Serves as the point of contact for 529 college savings solutions.

Educational Requirements

University (Degree) Preferred

Work Experience

2 Years Required; 3 Years Preferred

FINRA Registrations

SRC Indicator : Series 6 or 7; Series 63

Physical Requirements

Physical Requirements : Sedentary Work

Career Level

Requirements :

• 2 Years Sales experience
• Proven experience in a client facing role, with a focus on relationship building.

Desired Skills :

• University (Degree) Preferred
• Strong communication skills and the ability to interact effectively with high-level stakeholders
• SRC Indicator : Series 6 or 7; Series 63 or within 120 days
• Financial Services Industry experience preferred
• Experience with 529 college savings plans preferred

Related SkillsAccountability, Business Acumen, Client Relationship Management, Communication, Conflict Management, Contract Management, Influence, Innovation, Inspires Others, Negotiation, Problem Solving, Relationship Management

Anticipated Posting End Date :

2024-06-07Base Pay Range : $66,800 / yr. - $100,600 / 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

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.

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 / 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.

Last updated : 2024-06-04