[Remote] Virtual Financial Consulting Director

Note: The job is a remote job and is open to candidates in USA. TIAA is a market-leading retirement company focused on delivering secure retirement solutions. The Virtual Financial Consulting Director supervises Financial Consultants and develops strategies to provide financial planning advice to clients through various channels. Responsibilities • Monitors Virtual Financial Consultants’ responses to participant's virtual questions on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and grow assets • Educates and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based • Provides employees with guidance in handling difficult or complex retirement plan participant virtual interactions or in resolving escalated complaints or disputes • Ensures team members are equipped with thorough knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives • Communicates internally with cross-business partnerships to develop and implement the organization's products and services to support clients and company initiatives • Maintains and grows strong relationship with Institutional Plan Sponsors Skills • 5+ years of financial services experience • Series 7, 63, and 24 completed within 120 days of start date • 7+ years of financial services experience • Series 7, 63, and 24 completed Benefits • Superior retirement program • Highly competitive health, wellness and work life offerings Company Overview • TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance. It was founded in 1918, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship • TIAA has a track record of offering H1B sponsorships, with 1 in 2021, 10 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job Apply tot his job Apply To this Job