financial consultant

Sikich

<div></div><div>NetSuite Senior Financials Consultant (US - Remote)<div></div> 
WHAT TO EXPECT WHEN YOU JOIN SIKICH<div> 
</div>Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through different perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth &ndash; for our clients, for ourselves and for our communities.
The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.<div>
Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon!</div><div></div><div> 
Are you ready to grow with us?</div><div></div> 
POSITION SUMMARY<div></div> 
Sikich is seeking a NetSuite Senior Financial Implementation Consultant with a strong background in finance, accounting, and technology. In this role, you will partner with clients to lead and support the implementation of NetSuite ERP solutions, helping them streamline financial operations, improve business processes, and achieve successful project outcomes.<div></div> 
What will you do in this role?<ul><li>
Lead and support full lifecycle implementations of core and advanced NetSuite solutions, including relevant add-on products.</li><li>
Provide post-implementation support, including troubleshooting, user guidance, and training to promote adoption and long-term success.</li><li>
Apply and champion the Sikich Project Implementation Methodology to deliver consistent, high-quality client outcomes.</li><li>
Obtain and maintain relevant NetSuite certifications to support continued professional growth and delivery excellence.</li></ul><div></div> 
What do you need to succeed in this role<ul><li>
3+ years of full lifecycle NetSuite implementation experience.</li><li>
6+ years of ERP implementation, financial systems, or accounting experience</li><li>
Bachelor&rsquo;s degree in Accounting, Finance, or a related field</li><li>
Strong accounting or financial systems background required</li><li>
Previous biotech or public accounting experience is a plus</li><li>
Hands-on experience with NetSuite accounting modules and OneWorld is required<ul><li>
Intercompany and Taxation experience included</li></ul></li><li>
Demonstrated experience implementing NetSuite Record-to-Report and Procure-to-Pay business process flows.</li><li>
Experience configuring NetSuite Electronic Bank Payments module (including SFTP and ABSI SuiteApps) and other third-party payment applications is required.</li><li>
Experience implementing NetSuite Fixed Assets, amortization and allocation processes, and Revenue Recognition is required.</li><li>
Extensive experience configuring and supporting NetSuite workflows using SuiteFlow is required. Hands-on experience with Multi-Book and SuiteBilling is a plus.</li><li>
Excellent client relationship, organizational, and prioritization skills.</li><li>
Prior consulting experience is strongly preferred.</li><li>
NetSuite certifications are a plus.</li></ul><div></div><div> 
In compliance with this state&rsquo;s pay transparency laws, the midpoint of the salary range for this role is $140,000. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location.</div><div></div><div> 
In addition, specific skills/experience required are as follows:</div><div></div><ul><li> 
Servant Leader &ndash; You are hyper focused on engaging employees, fostering their development, and building a positive culture.</li><li>
Solutions Focused &ndash; You see opportunities in every business problem and can develop, articulate, and implement solutions.</li><li>
Collaboration &ndash; You are a relationship builder across all levels of the organization and across all business units.</li><li>
Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible.</li><li>
Impact &amp; Influence Thinking &ndash; You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives.</li></ul> 
ABOUT SIKICH
Sikich offers the public and private sectors a varied platform of professional services across consulting, technology and compliance. Highly specialized and hands-on teams deliver integrated solutions rooted in deep industry experience. Our approach is strategically and thoughtfully designed to help our clients, teams, and communities accelerate success.<div></div> 
SIKICH TOTAL REWARDS
Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members&rsquo; health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.<div></div><div> 
Some examples of our many benefits:</div> 
<div></div><ul><li>
Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.</li><li>
Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.
</li><li>Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.</li></ul> 
We also offer:<ul><li>
Flexible work arrangements</li><li>
Health, dental, vision, life, and accident/death/disability insurance options</li><li>
HSA employer contribution</li><li>
Nine (9) paid holidays annually.</li><li>
A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.</li><li>
401(k) with employer contributions</li><li>
CPA bonus with four (4) paid exam days &amp; four (4) paid study days.</li><li>
Tuition reimbursement</li><li>
Generous employee referral bonus program</li><li>
Client referral bonus program</li><li>
Pet insurance</li><li>
FORCE &ndash; Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.</li></ul> 
Want to learn more? Visit our Careers website or Glassdoor profile.
Sikich is an Equal Opportunity Employer M/F/D/V<div></div><div> 
</div><div>Sikich practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Sikich CPA LLC has a contractual arrangement with Sikich LLC under which Sikich LLC supports Sikich CPA LLC&rsquo;s performance of its professional services. Sikich LLC and its subsidiaries are not licensed CPA firms.</div><div> 
</div><div>&ldquo;Sikich&rdquo; is the brand name under which Sikich CPA LLC and Sikich LLC provide professional services. The entities under the Sikich brand are independently owned and are not liable for the services provided by any other entity providing services under the Sikich brand. The use of the terms &ldquo;our company&rdquo;, &ldquo;we&rdquo; and &ldquo;us&rdquo; and other similar terms denote the alternative practice structure of Sikich CPA LLC and Sikich LLC.</div></div>

Senior NetSuite Financial Consultant

IMA Financial Group, Inc.

<div>
 
 Independently delivers core financial modeling, claims projections, and strategic renewal analysis for self‑funded and level‑funded clients. This role translates complex financial data into client‑ready insights and begins representing the Financial Strategy function in client discussions.
 
 
 ESSENTIAL JOB DUTIES include but are not limited to:
 
 <ul>
 <li>
 Proficient in and demonstrates ownership in technical analytics and client deliverables.
 </li>
 <li>
 Communicates technical analysis to clients.
 </li>
 <li>
 Completes IBNR and claims projections with minimal oversight.
 </li>
 <li>
 Consults on stop-loss programs and funding strategies for self-funded clients.
 </li>
 <li>
 Produces strategic financial modeling for client renewals.
 </li>
 <li>
 Supports financial negotiations with carriers and vendors.
 </li>
 <li>
 Begins driving process improvements with financial analytics workflows.
 </li>
 <li>
 Reviews data entry from junior associates and may mentor Client Associates pursuing Financial Strategist track.
 </li>
 </ul>
 
 Key strengths and traits include but are not limited to:
 
 <ul>
 <li>
 Consultative ability
 </li>
 <li>
 Continuous learning
 </li>
 <li>
 Negotiation
 </li>
 <li>
 Service orientation
 </li>
 </ul>
 
 Qualifications:
 
 <ul>
 <li>
 Active Life &amp; Health License
 </li>
 <li>
 Bachelor&rsquo;s degree
 </li>
 <li>
 4+ years relevant experience
 </li>
 <li>
 Proficiency with self-funded plans
 </li>
 <li>
 Focus on accuracy via peer reviews
 </li>
 <li>
 Knowledge of market trends in funding and pricing
 </li>
 <li>
 Proficiency in technical analysis
 </li>
 </ul>
 
 
 
 
 Compensation &amp; Benefits
 
 
 
 Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
 
 &nbsp;
 
 Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&amp;D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching,
 
 Well-Being Stipend
 
 , Personal and Professional Development.&nbsp; In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate&rsquo;s geographic location, prior relevant experience, and their knowledge, skills, and abilities.&nbsp;
 
 
 
 
 
 *These benefits do not apply to internship roles.
 
 
 
 
 
 
 Why Join IMA?
 
 
 
 
 We&rsquo;ve built a reputation for putting our associates first
 
 
 
 What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It&rsquo;s this unique ownership business model that makes working at IMA so appealing.
 
 
 
 We work in teams. We sell in teams. We win and prosper as a team
 
 
 
 We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we&rsquo;re big enough to write business all over the world and small enough to implement your ideas quickly.
 
 
 
 We are recognized nationally as a leader in our industry
 
 
 <ul>
 <li>
 2020-2023&nbsp;Business Insurance Magazine Best Places to Work in Insurance&nbsp;
 </li>
 <li>
 2023 Inc. Magazine&rsquo;s Best Workplaces&nbsp;
 </li>
 <li>
 2023 Denver Business Journal&rsquo;s Best Places to Work&nbsp;
 </li>
 <li>
 2022-2023 Connecticut Top&nbsp;Work Places&nbsp;&nbsp;
 </li>
 <li>
 2021-2023 Inc. 5000&rsquo;s List of Fastest Growing Companies&nbsp;&nbsp;
 </li>
 <li>
 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies&nbsp;
 </li>
 <li>
 2022-2023 Kansas City Business Journal&rsquo;s Best Places to Work&nbsp;
 </li>
 <li>
 2021-2023 Charlotte Business Journal&rsquo;s Best Places to Work&nbsp;&nbsp;
 </li>
 <li>
 2021-2023 Los Angeles Business Journal&rsquo;s Best Places to Work&nbsp;
 </li>
 <li>
 2021-2023 The Salt Lake City Tribune Top&nbsp;Work Places&nbsp;
 </li>
 <li>
 2021-2022 Puget Sound Business Journal&rsquo;s Washington&rsquo;s Best Workplaces&nbsp;
 </li>
 <li>
 2021-2022 Wichita Business Journal&rsquo;s Best Places to Work, #1 in extra-large&nbsp;category&nbsp;
 </li>
 <li>
 2021 Dallas Business Journal&rsquo;s Best Places to Work&nbsp;
 </li>
 <li>
 2021 Alaska Journal of Commerce&rsquo;s Best Workplaces in Alaska&nbsp;
 </li>
 </ul>
 
 &nbsp;
 
 
 
 This Job Description is not a complete statement of all duties and responsibilities comprising this position.
 
 
 
 
 The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.&nbsp; In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. &nbsp;
 
 
 
 &nbsp;
 
</div>

Employee Benefits Financial Consultant

Truist

<div>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)<h3 class="jobSectionHeader">
Please review the following job description:</h3>
JOB SUMMARY 
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
3. Assist clients with trades, requests for information, research, account problems, etc.
4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
5. Participate in the preparation for and delivery of client presentations and engagements.
6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
2. 4 years professional experience, including 1 year of experience in the securities industry.
3. FINRA Series 7 and 66.
4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
1. Willingness to pursue additional credentials in the wealth and investment fields.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work</div>

Financial Consultant, Truist Investment Services, Lancaster, PA

Protiviti

<div>JOB REQUISITION
Orlando Internal Audit and Financial Advisory Consultant - 2027
LOCATION
ORLANDO
ADDITIONAL LOCATION(S)
JOB DESCRIPTION<div><div>
Are You Ready to Live Something Different with Protiviti?</div></div><div><div><div><div><div><div><div><div><div>
The Protiviti career provides an opportunity to learn, shape outcomes, and grow within a collaborative, inclusive, and high-performing culture. We hire curious individuals who are motivated by learning and who are driven to make an impact. By teaming with our clients, we solve the business challenges a dynamic world presents and discover and implement innovative business solutions. We lean into our mission: We Care. We Collaborate. We Deliver.
At every level, we champion leaders who live our values. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver high-quality, client-focused outcomes in pursuit of our vision to be the most trusted global consulting firm.
Are you inspired to make a difference?
You've come to the right place.
POSITION HIGHLIGHTS
Internal Audit and Financial Advisory consultants work with Protiviti&rsquo;s clients, who are typically among the world&rsquo;s leading companies. As a consultant, you collaborate with the team to deliver high-quality, client-focused solutions to the complex business problems these organizations face. Experience tells us that our future leaders need to be both knowledgeable and demonstrate depth in an area of expertise, while also being versatile, having a broad range of capabilities and skill sets to solve today&rsquo;s complex business problems. That&rsquo;s why we focus on developing consultants across our business, so you gain experience in different industries, grow your technical and professional capabilities, and gain leadership qualities that will ensure your future success.
Consultants are encouraged to contribute ideas, learn through real work, and collaborate closely with others. Our people invest in one another, coaching, guiding, and supporting each team member to grow and perform at their best.
When you join our team, you will participate in Passport to Protiviti, our award-winning onboarding program. You will also attend The Consulting Challenge, an experiential learning course that will help you build confidence and create connections that will help you transition successfully into your role as a consultant. As a consultant, you will be part of Foundations, Protiviti's innovative approach that equips our consultants with the knowledge, skills, technical aptitude, and coaching to become our firm's future leaders.
This Foundations experience will enable you to learn from diverse project experiences while guiding your skill development, preparing you for the next step in your career journey.
Internal Audit and Financial Advisory consultants will experience a variety of projects. Each project experience is designed to fuel your curiosity, build capability, drive real outcomes, and prepare you for the next career level. Consultants learn alongside experienced leaders and advisors to develop a strong understanding of business processes, regulatory environments, and risk/control frameworks, as well as to build fluency in AI-enabled analysis, data interrogation, and audit methodology. Consultants assess risks, analyze data, document observations, and communicate insights that contribute meaningfully to client engagements. Through interactions with client and project team personnel, consultants build professional relationships grounded in trust, which support exceptional client service. A successful consultant manages time and priorities effectively, takes ownership of assignments, and contributes meaningfully to team outcomes.
With each project, you receive hands-on training in a supportive, high-performance environment and interact with leaders across our practice. Talent Managers will assign specific project experiences that support career growth, your skills, and the needs of the business. A network of advisors will help you navigate challenges and celebrate milestones. There are opportunities to join committees, participate in employee network groups, and enjoy social, civic, and networking activities to strengthen connections and build meaningful relationships across our firm and in the community.
Internal Audit and Financial Advisory consultants are hired into one of two areas, including:<ul><li>
Business Process Audit and Advisory: Helps companies become more innovative by exploring their business processes, identifying and mitigating emerging risks, developing creative solutions to complex business challenges, and encouraging best practices to enhance business functions. Business Process Auditors also help clients meet regulatory and compliance requirements and improve the efficiency and effectiveness of core business processes. Managing risk, monitoring and testing controls, enhancing security, and improving corporate governance are core internal audit services.</li><li>
Technology Audit and Advisory: Helps companies navigate the risks and opportunities of an increasingly complex technology landscape, including cybersecurity, AI risk, data governance, and cloud. Technology Auditors assess and advise across the full spectrum of how organizations use technology to protect and enhance enterprise value, including controls and regulatory compliance, privacy, software development, technology resilience, and technology governance.</li></ul>
Meaningful onboarding. Impactful training. Foundational learning. Together, these experiences define the Protiviti Career &ndash; where clear expectations and meaningful support help you build capability, confidence, and shape a career you&rsquo;re proud of.
QUALIFICATIONS<ul><li>
Degree: Bachelor&rsquo;s or Master&rsquo;s degree in a relevant discipline (e.g., Accounting, Computer Science, Data Science, Engineering, Finance, Information Systems, Information Technology, Management Information Systems, or related fields)</li><li>
Visa Status: All applicants applying for U.S. job openings need authorization to work in the United States for Protiviti without sponsorship now or in the future</li><li>
Demonstrated proficiency in applying AI tools to analytical and research tasks (e.g., Microsoft Copilot, GenAI, etc.)</li><li>
Advanced verbal and written communication skills</li><li>
Ability to apply critical thinking skills and innovation to client engagements across various industries</li><li>
Technical proficiency aligning with the assigned capability area</li></ul>
WHAT MAKES YOU SUCCESSFUL<ul><li>
Works effectively in teams, as well as independently</li><li>
Applies creativity and analytical thinking to problem-solving</li><li>
Evaluates, synthesizes, organizes, and interprets data effectively</li><li>
Embraces challenges with a growth mindset and contributes to meaningful outcomes</li><li>
Seeks feedback and guidance to strengthen performance</li><li>
Demonstrates a strong academic background</li><li>
Drives toward obtaining professional certifications</li><li>
Relevant experience with specific skills:<ul><li>
Understanding of internal audit processes, including the use of emerging technologies, understanding frameworks, and achieving audit objectives</li><li>
Handling and analyzing data and information in various formats to uncover valuable insights and draw actionable conclusions</li><li>
Experience with modern tools and technologies, including Microsoft Office Suite, data visualization tools like Power BI</li><li>
Entry-level proficiency in software development, best practices, and methodologies</li><li>
Interest in advanced analytics and automation technologies (e.g., Alteryx, MS Power Platform, Python)</li><li>
Effectively leverages AI tools with strong human judgment in the loop, driving efficiency in delivery while elevating the quality of insights and outcomes for clients</li></ul></li></ul>
HOW WE WORK
Protiviti practices a hybrid model, combining in-person with purpose and remote work to best support excellent work, connection and collaboration. This model creates meaningful experiences for our people and our clients while offering a flexible environment. We encourage thoughtful choices about where work happens &ndash; making decisions that best support client outcomes, team effectiveness and learning. The requirements will vary by client, project, team and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments.
APPLICATION PROCESS
Apply at www.protiviti.com/careers.
Note: Students may apply for only one location or capability. Duplicate applications will not be accepted.
#LI-DNI</div></div></div></div></div></div></div></div></div>
Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.
$70,000.00 - $87,000.00
Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.
$2,000
The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.
$72,000.00 - $89,000.00
Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year. 
 
Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2026-01/2026_u.s._benefit_highlights.pdf.
Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.
Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran
As part of Protiviti&rsquo;s employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance.
In your email please include the following:<ul><li>
The specific accommodation requested to complete the employment application.</li><li>
The location(s) (city, state) to which you would like to apply.</li></ul>
For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Protiviti is not registered to hire or employ personnel in the following states &ndash; West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
FL ORLANDO</div>

Orlando Internal Audit and Financial Advisory Consultant - 2027

<div>JOB REQUISITION
Tampa Internal Audit and Financial Advisory Consultant - 2027
LOCATION
PRO TAMPA
ADDITIONAL LOCATION(S)
JOB DESCRIPTION<div><div>
Are You Ready to Live Something Different with Protiviti?</div></div><div><div><div><div><div><div><div><div><div>
The Protiviti career provides an opportunity to learn, shape outcomes, and grow within a collaborative, inclusive, and high-performing culture. We hire curious individuals who are motivated by learning and who are driven to make an impact. By teaming with our clients, we solve the business challenges a dynamic world presents and discover and implement innovative business solutions. We lean into our mission: We Care. We Collaborate. We Deliver.
At every level, we champion leaders who live our values. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver high-quality, client-focused outcomes in pursuit of our vision to be the most trusted global consulting firm.
Are you inspired to make a difference?
You've come to the right place.
POSITION HIGHLIGHTS
Internal Audit and Financial Advisory consultants work with Protiviti&rsquo;s clients, who are typically among the world&rsquo;s leading companies. As a consultant, you collaborate with the team to deliver high-quality, client-focused solutions to the complex business problems these organizations face. Experience tells us that our future leaders need to be both knowledgeable and demonstrate depth in an area of expertise, while also being versatile, having a broad range of capabilities and skill sets to solve today&rsquo;s complex business problems. That&rsquo;s why we focus on developing consultants across our business, so you gain experience in different industries, grow your technical and professional capabilities, and gain leadership qualities that will ensure your future success.
Consultants are encouraged to contribute ideas, learn through real work, and collaborate closely with others. Our people invest in one another, coaching, guiding, and supporting each team member to grow and perform at their best.
When you join our team, you will participate in Passport to Protiviti, our award-winning onboarding program. You will also attend The Consulting Challenge, an experiential learning course that will help you build confidence and create connections that will help you transition successfully into your role as a consultant. As a consultant, you will be part of Foundations, Protiviti's innovative approach that equips our consultants with the knowledge, skills, technical aptitude, and coaching to become our firm's future leaders.
This Foundations experience will enable you to learn from diverse project experiences while guiding your skill development, preparing you for the next step in your career journey.
Internal Audit and Financial Advisory consultants will experience a variety of projects. Each project experience is designed to fuel your curiosity, build capability, drive real outcomes, and prepare you for the next career level. Consultants learn alongside experienced leaders and advisors to develop a strong understanding of business processes, regulatory environments, and risk/control frameworks, as well as to build fluency in AI-enabled analysis, data interrogation, and audit methodology. Consultants assess risks, analyze data, document observations, and communicate insights that contribute meaningfully to client engagements. Through interactions with client and project team personnel, consultants build professional relationships grounded in trust, which support exceptional client service. A successful consultant manages time and priorities effectively, takes ownership of assignments, and contributes meaningfully to team outcomes.
With each project, you receive hands-on training in a supportive, high-performance environment and interact with leaders across our practice. Talent Managers will assign specific project experiences that support career growth, your skills, and the needs of the business. A network of advisors will help you navigate challenges and celebrate milestones. There are opportunities to join committees, participate in employee network groups, and enjoy social, civic, and networking activities to strengthen connections and build meaningful relationships across our firm and in the community.
Internal Audit and Financial Advisory consultants are hired into one of two areas, including:<ul><li>
Business Process Audit and Advisory: Helps companies become more innovative by exploring their business processes, identifying and mitigating emerging risks, developing creative solutions to complex business challenges, and encouraging best practices to enhance business functions. Business Process Auditors also help clients meet regulatory and compliance requirements and improve the efficiency and effectiveness of core business processes. Managing risk, monitoring and testing controls, enhancing security, and improving corporate governance are core internal audit services.</li><li>
Technology Audit and Advisory: Helps companies navigate the risks and opportunities of an increasingly complex technology landscape, including cybersecurity, AI risk, data governance, and cloud. Technology Auditors assess and advise across the full spectrum of how organizations use technology to protect and enhance enterprise value, including controls and regulatory compliance, privacy, software development, technology resilience, and technology governance.</li></ul>
Meaningful onboarding. Impactful training. Foundational learning. Together, these experiences define the Protiviti Career &ndash; where clear expectations and meaningful support help you build capability, confidence, and shape a career you&rsquo;re proud of.
QUALIFICATIONS<ul><li>
Degree: Bachelor&rsquo;s or Master&rsquo;s degree in a relevant discipline (e.g., Accounting, Computer Science, Data Science, Engineering, Finance, Information Systems, Information Technology, Management Information Systems, or related fields)</li><li>
Visa Status: All applicants applying for U.S. job openings need authorization to work in the United States for Protiviti without sponsorship now or in the future</li><li>
Demonstrated proficiency in applying AI tools to analytical and research tasks (e.g., Microsoft Copilot, GenAI, etc.)</li><li>
Advanced verbal and written communication skills</li><li>
Ability to apply critical thinking skills and innovation to client engagements across various industries</li><li>
Technical proficiency aligning with the assigned capability area</li></ul>
WHAT MAKES YOU SUCCESSFUL<ul><li>
Works effectively in teams, as well as independently</li><li>
Applies creativity and analytical thinking to problem-solving</li><li>
Evaluates, synthesizes, organizes, and interprets data effectively</li><li>
Embraces challenges with a growth mindset and contributes to meaningful outcomes</li><li>
Seeks feedback and guidance to strengthen performance</li><li>
Demonstrates a strong academic background</li><li>
Drives toward obtaining professional certifications</li><li>
Relevant experience with specific skills:<ul><li>
Understanding of internal audit processes, including the use of emerging technologies, understanding frameworks, and achieving audit objectives</li><li>
Handling and analyzing data and information in various formats to uncover valuable insights and draw actionable conclusions</li><li>
Experience with modern tools and technologies, including Microsoft Office Suite, data visualization tools like Power BI</li><li>
Entry-level proficiency in software development, best practices, and methodologies</li><li>
Interest in advanced analytics and automation technologies (e.g., Alteryx, MS Power Platform, Python)</li><li>
Effectively leverages AI tools with strong human judgment in the loop, driving efficiency in delivery while elevating the quality of insights and outcomes for clients</li></ul></li></ul>
HOW WE WORK
Protiviti practices a hybrid model, combining in-person with purpose and remote work to best support excellent work, connection and collaboration. This model creates meaningful experiences for our people and our clients while offering a flexible environment. We encourage thoughtful choices about where work happens &ndash; making decisions that best support client outcomes, team effectiveness and learning. The requirements will vary by client, project, team and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments.
APPLICATION PROCESS
Apply at www.protiviti.com/careers.
Note: Students may apply for only one location or capability. Duplicate applications will not be accepted.
#LI-DNI</div></div></div></div></div></div></div></div></div>
Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.
$70,000.00 - $87,000.00
Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.
$2,000
The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.
$72,000.00 - $89,000.00
Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year. 
 
Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2026-01/2026_u.s._benefit_highlights.pdf.
Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.
Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran
As part of Protiviti&rsquo;s employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance.
In your email please include the following:<ul><li>
The specific accommodation requested to complete the employment application.</li><li>
The location(s) (city, state) to which you would like to apply.</li></ul>
For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Protiviti is not registered to hire or employ personnel in the following states &ndash; West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
FL PRO TAMPA (inactive)</div>

Tampa Internal Audit and Financial Advisory Consultant - 2027

<div>JOB REQUISITION
Chicago Internal Audit and Financial Advisory Consultant - 2027
LOCATION
CHICAGO
ADDITIONAL LOCATION(S)
JOB DESCRIPTION<h2 class="jobSectionHeader">
Are You Ready to Live Something Different with Protiviti?</h2><div><div><div><div><div><div><div><div><div>
The Protiviti career provides an opportunity to learn, shape outcomes, and grow within a collaborative, inclusive, and high-performing culture. We hire curious individuals who are motivated by learning and who are driven to make an impact. By teaming with our clients, we solve the business challenges a dynamic world presents and discover and implement innovative business solutions. We lean into our mission: We Care. We Collaborate. We Deliver.
At every level, we champion leaders who live our values. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver high-quality, client-focused outcomes in pursuit of our vision to be the most trusted global consulting firm.
Are you inspired to make a difference?
You've come to the right place.
POSITION HIGHLIGHTS
Internal Audit and Financial Advisory consultants work with Protiviti&rsquo;s clients, who are typically among the world&rsquo;s leading companies. As a consultant, you collaborate with the team to deliver high-quality, client-focused solutions to the complex business problems these organizations face. Experience tells us that our future leaders need to be both knowledgeable and demonstrate depth in an area of expertise, while also being versatile, having a broad range of capabilities and skill sets to solve today&rsquo;s complex business problems. That&rsquo;s why we focus on developing consultants across our business, so you gain experience in different industries, grow your technical and professional capabilities, and gain leadership qualities that will ensure your future success.
Consultants are encouraged to contribute ideas, learn through real work, and collaborate closely with others. Our people invest in one another, coaching, guiding, and supporting each team member to grow and perform at their best.
When you join our team, you will participate in Passport to Protiviti, our award-winning onboarding program. You will also attend The Consulting Challenge, an experiential learning course that will help you build confidence and create connections that will help you transition successfully into your role as a consultant. As a consultant, you will be part of Foundations, Protiviti's innovative approach that equips our consultants with the knowledge, skills, technical aptitude, and coaching to become our firm's future leaders.
This Foundations experience will enable you to learn from diverse project experiences while guiding your skill development, preparing you for the next step in your career journey.
Internal Audit and Financial Advisory consultants will experience a variety of projects. Each project experience is designed to fuel your curiosity, build capability, drive real outcomes, and prepare you for the next career level. Consultants learn alongside experienced leaders and advisors to develop a strong understanding of business processes, regulatory environments, and risk/control frameworks, as well as to build fluency in AI-enabled analysis, data interrogation, and audit methodology. Consultants assess risks, analyze data, document observations, and communicate insights that contribute meaningfully to client engagements. Through interactions with client and project team personnel, consultants build professional relationships grounded in trust, which support exceptional client service. A successful consultant manages time and priorities effectively, takes ownership of assignments, and contributes meaningfully to team outcomes.
With each project, you receive hands-on training in a supportive, high-performance environment and interact with leaders across our practice. Talent Managers will assign specific project experiences that support career growth, your skills, and the needs of the business. A network of advisors will help you navigate challenges and celebrate milestones. There are opportunities to join committees, participate in employee network groups, and enjoy social, civic, and networking activities to strengthen connections and build meaningful relationships across our firm and in the community.
Internal Audit and Financial Advisory consultants are hired into one of two areas, including:<ul><li>
Business Process Audit and Advisory: Helps companies become more innovative by exploring their business processes, identifying and mitigating emerging risks, developing creative solutions to complex business challenges, and encouraging best practices to enhance business functions. Business Process Auditors also help clients meet regulatory and compliance requirements and improve the efficiency and effectiveness of core business processes. Managing risk, monitoring and testing controls, enhancing security, and improving corporate governance are core internal audit services.</li><li>
Technology Audit and Advisory: Helps companies navigate the risks and opportunities of an increasingly complex technology landscape, including cybersecurity, AI risk, data governance, and cloud. Technology Auditors assess and advise across the full spectrum of how organizations use technology to protect and enhance enterprise value, including controls and regulatory compliance, privacy, software development, technology resilience, and technology governance.</li></ul>
Meaningful onboarding. Impactful training. Foundational learning. Together, these experiences define the Protiviti Career &ndash; where clear expectations and meaningful support help you build capability, confidence, and shape a career you&rsquo;re proud of.
QUALIFICATIONS<ul><li>
Degree: Bachelor&rsquo;s or Master&rsquo;s degree in a relevant discipline (e.g., Accounting, Computer Science, Data Science, Engineering, Finance, Information Systems, Information Technology, Management Information Systems, or related fields)</li><li>
Visa Status: All applicants applying for U.S. job openings need authorization to work in the United States for Protiviti without sponsorship now or in the future</li><li>
Demonstrated proficiency in applying AI tools to analytical and research tasks (e.g., Microsoft Copilot, GenAI, etc.)</li><li>
Advanced verbal and written communication skills</li><li>
Ability to apply critical thinking skills and innovation to client engagements across various industries</li><li>
Technical proficiency aligning with the assigned capability area</li></ul>
WHAT MAKES YOU SUCCESSFUL<ul><li>
Works effectively in teams, as well as independently</li><li>
Applies creativity and analytical thinking to problem-solving</li><li>
Evaluates, synthesizes, organizes, and interprets data effectively</li><li>
Embraces challenges with a growth mindset and contributes to meaningful outcomes</li><li>
Seeks feedback and guidance to strengthen performance</li><li>
Demonstrates a strong academic background</li><li>
Drives toward obtaining professional certifications</li><li>
Relevant experience with specific skills:<ul><li>
Understanding of internal audit processes, including the use of emerging technologies, understanding frameworks, and achieving audit objectives</li><li>
Handling and analyzing data and information in various formats to uncover valuable insights and draw actionable conclusions</li><li>
Experience with modern tools and technologies, including Microsoft Office Suite, data visualization tools like Power BI</li><li>
Entry-level proficiency in software development, best practices, and methodologies</li><li>
Interest in advanced analytics and automation technologies (e.g., Alteryx, MS Power Platform, Python)</li><li>
Effectively leverages AI tools with strong human judgment in the loop, driving efficiency in delivery while elevating the quality of insights and outcomes for clients</li></ul></li></ul>
HOW WE WORK
Protiviti practices a hybrid model, combining in-person with purpose and remote work to best support excellent work, connection and collaboration. This model creates meaningful experiences for our people and our clients while offering a flexible environment. We encourage thoughtful choices about where work happens &ndash; making decisions that best support client outcomes, team effectiveness and learning. The requirements will vary by client, project, team and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments.
APPLICATION PROCESS
Apply at www.protiviti.com/careers.
Note: Students may apply for only one location or capability. Duplicate applications will not be accepted.
#LI-DNI</div></div></div></div></div></div></div></div></div>
Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.
$70,000.00 - $87,000.00
Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.
$2,000
The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.
$72,000.00 - $89,000.00
Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year. 
 
Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2026-01/2026_u.s._benefit_highlights.pdf.
Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.
Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran
As part of Protiviti&rsquo;s employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance.
In your email please include the following:<ul><li>
The specific accommodation requested to complete the employment application.</li><li>
The location(s) (city, state) to which you would like to apply.</li></ul>
For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Protiviti is not registered to hire or employ personnel in the following states &ndash; West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
IL PRO CHICAGO</div>

Chicago Internal Audit and Financial Advisory Consultant - 2027

TIAA

<div><div>Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people&mdash;and weʼre not done yet. 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. And weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to join our coalition of champions. 
 
This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education.
 
 
But this is so much more than a call center job. As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping TIAA deliver its mission of providing guaranteed income for life. Beyond that, you will set your career on an exciting new path in the financial services industry. Over 1600 current associates began their TIAA journeys in our National Contact Center (NCC) and later changed course, ultimately arriving in entirely different career destinations including sales, learning, talent management and finance. 
 
Every TIAA associate receives the benefits they need to achieve the same financial security we work to provide our clients. From our industry-leading pension program and family support benefits to making it easy to perform your best wherever you work, our experience is designed to set associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered. 
 
Great Financial Services Consultants bring a wide range of experiences - there&rsquo;s no blueprint, although there are skills and qualities we look for: 
<ul><li>Strong customer service mindset</li></ul>
- Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and able to work well in a structured operational environment 
<ul><li>Able to communicate clearly and professionally verbally and in writing</li><li>Ability to prioritize multiple tasks and navigate multiple business systems</li><li>Demonstrate care, compassion, and empathy</li><li>A learner&rsquo;s mindset, being coachable and open to feedback</li><li>Performs well in a scheduled work environment</li><li>Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required).</li></ul>
While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice. 
 
Key Responsibilities and Duties</div><ul><li>
Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning</li><li>
Understands participant needs and outlines appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanations.</li><li>
Answers participant questions by communicating financial plan details and providing further explanation when necessary.</li><li>
Executes transactions and service requests on behalf of participant.</li><li>
Maintains records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed.</li><li>
Refers participant to business partners when appropriate to help participant achieved their desired outcome.</li></ul>
Educational Requirements<ul><li>
Associate's Degree or Equivalent Experience Preferred</li></ul>
Work Experience<ul><li>
No Experience Required</li></ul>
FINRA Registrations<ul><li>
SRC Indicator: Series 6 or 7; Series 63</li></ul>
Licenses and Certifications<ul><li>
Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days</li></ul>
Physical Requirements<ul><li>
Physical Requirements: Sedentary Work</li></ul> 
Career Level 
5IC
Other Notes<ul><li>
Hybrid office presence.</li><li>
Candidates with SIE may be eligible for a $1500 bonus.</li><li>
The Start Date will be September 14th, 2026</li><li>
Hours of operation are Mon - Fri 7:00 am to 9:00 pm Central Time.</li><li>
Must be able to successfully complete employment screening, including a Credit Report background check.</li><li>
Interview will be in-person.</li><li>
TIAA offers competitive compensation for this role by continually assessing market data and reflecting that in our pay ranges. Financial Consultants are paid at a base pay rate determined by your relevant experience and market data associated with the position and hiring location. Our total compensation package includes an hourly rate plus an annual bonus with a target of 15% of your base pay and eligible earnings. The potential total compensation range for this position based on the target bonus rate is between $47,000 and $66,700</li></ul>
Related Skills
Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness
Anticipated Posting End Date:
2026-07-13
Base Pay Range: $22.60/hr - $28.85/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).
_____________________________________________________________________________________________________
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&mdash;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&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 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 &amp; Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
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: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.</div>

Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center

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