Advisor Service is responsible for servicing Third Party Advisors who work with TIAA institutional and individual clients in support of the distribution of TIAA products and services. The Advisor Consultant role is primarily responsible for providing day-to-day servicing of Third Party Advisors through our inbound call center. There may be some outbound activity as well. In addition, Advisor Consultants will support the processing of advisor agreements, transactions, and potentially participate in special projects or initiatives. Key Responsibilities and Duties Work with the team and individually to meet inbound call activity responsibilities to help achieve service level objectives while providing end-to-end servicing to our Third Party Advisor clients Work closely with Advisor Services Operations team to support operational activities such as on boarding advisors, bulk trading, plan level activity, and other special projects or initiatives. Partner with Advisor Services Relationship Management team to provide dedicated support to key relationships and identify referral and sales leads to broaden the distribution of TIAA products and services. Work with the team and individually to meet workflow service level objectives by processing advisor related forms and agreements. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required: 2+ years financial services experience Series 6 or 7, and Series 63 passed within 120 days of start date Preferred: 3+ years financial services experience Series 6 or 7, and Series 63 passed Related Skills Accountability, Analytical Skills, Business Development, Collaboration, Consultative Communication, Customer Engagement, Practice Management Strategy, Prioritizes Effectively, Relationship Management, Sales, Stakeholder Engagement, Story Telling, Strategic Thinking Anticipated Posting End Date: 2025-04-02 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 Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. 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. Accessibility Support 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 Email: [email protected]