Job Description
Job Description:
The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports TIAA’s Retirement Solutions business and offers long-term career growth into Wealth Advisory, Retirement Income Consulting, and Asset Management. This is a highly visible, client-facing role focused on helping participants understand where they stand today and how to successfully prepare for retirement.
RESPONSIBILITIES
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• Provide virtual retirement planning and financial guidance to participants via Zoom and phone
• Conduct approximately 30 client meetings per week supporting retirement readiness, rollovers, and income planning
• Deliver high-quality client experiences aligned with TIAA’s values, culture, and service standards
• Support participants in understanding retirement goals and pathways to successful retirement outcomes
• Maintain accurate documentation and complete administrative responsibilities related to client engagement
• Collaborate with regional teams supporting participants across assigned geographic territories
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
• 3+ Years of Financial Services experience
• Series 7 License
• Series 63 License
Nice to Have Skills & Experience
• Life and Health Insurance License (Resident State)
• Experience in retirement planning, wealth management, or financial consulting
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.