Top 106 Tiaa Jobs | SimplyHired

Retirement Income Consultant
TIAA —Frisco, TX
- $72,800 - $90,000 a year
- Online Application
- Mid-level
- Business development experience
- Negotiation
Wealth Advisor
TIAA —Frisco, TX
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
Wealth Advisor
TIAA —Hackensack, NJ
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
CW - Digital Product Owner
TIAA —North Carolina
- $32.45 - $48.07 an hour
- Online Application
- No experience needed
- Research
- Office
Senior Account Manager, Investment Specialist
TIAA —New York, NY
- $135,000 - $189,000 a year
- Online Application
- Office
- Finance
- Business development experience
Equities Research Associate - Small Cap, Based in Los Angeles
TIAA —Minneapolis, MN
- $80,000 - $112,000 a year
- Online Application
- No experience needed
- Mid-level
- 2 years
Product Marketing CW
TIAA —North Carolina
- $40.63 - $55.29 an hour
- Online Application
- Writing skills
- Mid-level
- Office
Investments Solutions Associate
TIAA —Chicago, IL
- $75,000 - $85,000 a year
- Online Application
- No experience needed
- Office
- Continuous improvement
Sr Client Reporting Specialist
TIAA —Minneapolis, MN
- $33.61 - $43.27 an hour
- Online Application
- Mid-level
- Office
- Analysis skills
Client Portfolio Manager, Brooklyn Direct Indexing
TIAA —New York, NY
- $123,000 - $193,000 a year
- Online Application
- 3 years
- Senior level
- Communication skills
Global Consultant Relations, Based in the West Coast
TIAA —Chicago, IL
- $172,000 - $250,000 a year
- Online Application
- Public speaking
- Research
- Analysis skills
Portfolio Manager - Private Asset Management
TIAA —Princeton, NJ
- $131,000 - $160,000 a year
- Online Application
- Research
- Business development experience
- Senior level
Sr. Vendor Program Management
TIAA —Charlotte, NC
- $70,000 - $92,000 a year
- Online Application
- Microsoft Excel
- Mid-level
- Office
TRAC Sales Support-1
TIAA —Charlotte, NC
- $34.09 - $48.56 an hour
- Online Application
- No experience needed
- Office
- Business development experience
5d
Relationship Manager II - Kaspick
TIAA —Boston, MA
- $126,000 - $176,000 a year
- Online Application
- Microsoft Excel
- Microsoft Outlook
- 5 years
Administrative Assistant
TIAA —Seattle, WA
- $24.42 - $34.42 an hour
- Online Application
- Microsoft Excel
- Inventory management
- No experience needed
10d
Quant Portfolio Manager, Brooklyn Direct Indexing
TIAA —New York, NY
- $79.33 - $109.13 an hour
- Online Application
- Office
- 3 years
- Senior level
Lead Development Manager - Fixed Income Portfolio Management
TIAA —Iselin, NJ
- $134,000 - $183,000 a year
- Online Application
- Office
- 3 years
- Java
13d
Director, Lead Consultant
TIAA —Charlotte, NC
- $134,000 - $172,000 a year
- Online Application
- Research
- Office
- Analysis skills
2d
VP, Advisor Consultant
TIAA —Massachusetts
- $90,000 - $100,000 a year
- Online Application
- Remote
- Writing skills
- 3 years
- Analysis skills

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Retirement Income Consultant

TIAA -
Frisco, TX

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Job Details

Full-time
$72,800 - $90,000 a year

Qualifications

Series 7
Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

Retirement Income Consultant
The Retirement Income Consultant works directly with clients to recommend and implement a variety of retirement income solutions designed to meet their needs. Under general supervision, this job support clients by incorporating the organization's suite of income oriented advice and education tools in addition to utilizing the organization's broad suite of distribution and lifetime income options. All licenses must be obtained within 120 days from start date.

Key Responsibilities and Duties

Delivers virtual financial planning meetings with clients preparing for retirement and seeking assistance on how to take income from their investment portfolio
Takes inbound calls from clients seeking advice and education on the use of TIAA’s investment products for retirement income
Makes outbound calls to clients to follow-up on referrals from the organization's business partners where retirement income education and advice are identified as client needs.
Recommends a variety of lifetime income solutions utilizing the organization's suite of income oriented tools.
Ensures a smooth client transition into retirement by supporting the client through the lifetime income application process.
Assesses the complexities of the client and determines the right tools and solutions that fit their needs.
Maintain effective schedule and pipeline management

Educational Requirements

University (Degree) Preferred

Work Experience

2+ Years Required; 3+ Years Preferred

FINRA Registrations

SRC Indicator: Series 7; Series 63

Licenses and Certifications

Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
6IC

Related Skills

Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

Anticipated Posting End Date:

2026-06-26

Base Pay Range: $72,800/yr - $90,000/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

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.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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 Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices.

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]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Apply Now

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