Qureos Mentor

TIAA

<div>The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.
During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt &ndash; meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.<br>
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Key Responsibilities and Duties<ul><li>
Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.</li><br>
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Educates, recommends 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.</li><br>
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Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.</li><br>
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Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.</li><br>
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Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.</li><br>
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Develops and maintains strong relationship with Institutional Plan Sponsors.</li></ul>
Educational Requirements<ul><li>
University (Degree) Preferred</li></ul>
Work Experience<ul><li>
3+ Years Required; 5+ Years Preferred</li></ul>
FINRA Registrations<ul><li>
SRC Indicator: Series 7; Series 63</li></ul>
Licenses and Certifications<ul><li>
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days</li></ul>
Physical Requirements<ul><li>
Physical Requirements: Sedentary Work</li></ul><br>
Career Level<br>
 7IC<br>
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Related Skills<div></div>
Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling<div></div><div>
Anticipated Posting End Date:</div>
2025-09-16<div></div>
Base Pay Range: $75,400/yr - $100,000/yr<div></div><div>
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).</div><div></div><div>
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Company Overview</div><div>
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 we&#700;re a market-leading retirement company fueled by world-class asset management. But we&#700;re not just another legacy financial services firm. We&#700;re fighting harder than ever before for our clients and the many Americans who need us.</div><div></div><div>
Benefits and Total Rewards</div><div>
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&rsquo;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 <div>Benefits Summary</div>.</div><div></div><div>
Equal Opportunity</div><div>
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.</div><div></div><div>
Read more about your rights and view government notices <div>here</div>.</div><div></div><div>
Accessibility Support</div><div>
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.</div><div></div><div>
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:</div><div></div><div>
Phone: (800) 842-2755</div><div>
Email: <div>accessibility.support@tiaa.org</div></div></div><div></div>

Financial Consultant

<div>Investment Accountant II<br>
The Investment Accountant II ensures that investment accounting policies and procedures are correctly applied to accounting records. Under general supervision, this job works directly with asset management, portfolio management and acquisition/disposition teams.<br>
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Key Responsibilities and Duties<ul><li>
May prepare certain SEC filings.</li><br>
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Prepares timely and accurate financial statements including GAAP and/or statutory work papers and supporting schedules to satisfy all investment accounting requirements.</li><br>
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Work directly with auditors to answer audit inquiries, and provide additional documentation as needed to support the completion of annual audits.</li><br>
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Analyzes financial information to ensure compliance with investment accounting policies and procedures.</li><br>
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Calculates performance returns.</li><br>
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Seeks guidance from senior Investment Accountants regarding issues that require more advanced knowledge and experience.</li><br>
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May prepare Funds&rsquo; shareholder reports and certain support work-papers.</li></ul>
Educational Requirements<ul><li>
University (Degree) Preferred</li></ul>
Work Experience<ul><li>
2+ Years Required; 3+ Years Preferred</li></ul>
Physical Requirements<ul><li>
Physical Requirements: Sedentary Work</li></ul><br>
Career Level<br>
 6IC<br>
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Related Skills<div></div>
Accountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence, Executive Presence, Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market/Industry Dynamics, Stakeholder Engagement, Story Telling<div>
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Company Overview</div><div>
TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.</div><div><br>
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Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.</div><div></div><div>
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.</div><div></div><div>
Accessibility Support</div><div>
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.</div><div></div><div>
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:</div><div></div><div>
Phone: (800) 842-2755</div><div>
Email: <div>accessibility.support@tiaa.org</div></div></div><div></div>

Associate - Investment Accounting (Comp Acc)

Join TIAA and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

TIAA

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Financial Consultant

Associate - Investment Accounting (Comp Acc)