Lead, Individual Financial Consultant

Lead Consultant, IFC The Lead Consultant acts as a subject matter expert on all aspects of the products and services offered by TIAA. This individual is responsible for technical training, supervisory elements, and operational support for the IFC (Individual Financial Consultants). The role requires the ability to identify process improvement opportunities and resolve complex issues. In addition, The Lead Consultant will partner with members of the leadership team to drive sales effectiveness and ensure quality standards for their respective units.

Key Responsibilities and Duties

• Ability to work independently under limited supervision and aims to improve both training efficiency and staff retention.
• Demonstrates accountability, ownership, action-orientation, and initiative in ensuring tasks needed to meet or exceed individual and team objectives are completed, remains motivated even if facing setbacks, and pays close attention to details to produce high-quality and accurate work.
• Proactively supports work environment by anticipating future needs, while maintaining high levels of responsiveness, adaptability, and resiliency in order to meet changing business needs and priorities. Invests in building and maintaining relationships with key internal and external stakeholders to support productive collaboration with the aim of accomplishing specific goals and business outcomes.
• Actively seeks or invites team members’ and/or stakeholders’ input in decision-making, especially those of different views in order to establish a mutual understanding of emergent topics.
• Navigates difficult circumstances with a positive and engaged attitude while leveraging understanding of stakeholder dynamics to effectively influence, persuade, and gain buy-in.
• Conveys information clearly and concisely to the intended audience through a variety of mediums (including emails, phone and video calls, internal documents, memos, reports, presentations, etc.), resulting in the desired effect.
• Continuously seeks and applies knowledge and keeps up to date on overall industry, economic and market environments, sectors, conditions and trends.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 24

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

Required Qualifications

•

• 2+ years of experience in the financial services industry
• FINRA licensing required: Series 7 and Series 63
• Valid Life Insurance License

Preferred Qualifications

•

• 3+ years of experience in the financial services industry
• Active FINRA Series 24 license preferred; candidates without this license must obtain it within 120 days of hire
• ACTIVE FINRA Series 66 or an equivalent combination of Series 63 and Series 65 preferred; candidates without this license must obtain within 120 days of hire

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:

2026-11-06

Base Pay Range: $32.69/hr - $46.63/hr 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).

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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.

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