The Advisory Consultant II is the most senior advisory job in the Investment Advisory Center that enhances the enterprise advice capabilities to serve clients with high net worth and complex needs. This job is under TIAA's Registered Investment Advisor (RIA) and Broker-Dealer and delivers a range of episodic and comprehensive advice for TIAA Clients and prospects. The Advisory Consultant II works as part of a small team dedicated to a more complex, targeted client segment with specialized needs and leverages enhanced blended digital solutions. This job is responsible for retention, asset growth, delivering advice, and client experience as measured in client surveys.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, based on the client-facing duties of the position, 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

• Provides a range of episodic advice to TIAA participants regarding a full, holistic financial plan.
• Engages clients face-to-face via video chat, balancing inbound and outbound responsibilities to best serve and grow assigned book of business.
• Drives asset growth, retention, retail product adoption, and lifetime income solutions.
• Ensures a world class advisory experience as measured by Net Promoter Scores.
• Assesses a broad spectrum of client needs determine the most appropriate solutions for the client (need for a full plan, episodic advice, and/or tailored individual TIAA investment and financial wellness needs (Managed Accounts, IRAs, Banking, Brokerage, 529, Protection, Debt Management, etc.).
• Make referrals to appropriate partners within (i.e. Wealth Management Advisors, TIAA Bank, and Insurance).

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3 Years Required; 5 Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

• 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.

• 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

• This will be a hybrid role which will require being in the Dallas office at least 3 days per week