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TIAA Advisory Consultant I in Helana, Montana

Advisory Consultant I

The Advisory Consultant I is a position in the Investment Advisory Center that enhances the enterprise advice capabilities to meet the increased needs of clients with moderate levels of investible assets. This job is under TIAA's Registered Investment Advisor (RIA) and Broker-Dealer and delivers a range of episodic advice up to a full comprehensive financial plan for TIAA Clients and prospects via MoneyGuide Pro (currently Life Goals Analysis). The Advisory Consultant I is responsible for ongoing engagements from initial consultation to periodic goal reviews with enhanced blended digital solutions. This job is responsible for growth, retention, client surveys, and deepening client relationships though the delivery of advice and facilitating referrals as appropriate.

During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, based on the client-facing duties of the position, 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.

Key Responsibilities and Duties

  • Provides a range of episodic advice to TIAA participants regarding a full, comprehensive financial plan.Assists in managing individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.

  • Engages clients face-to-face via video chat and phone, while balancing inbound and outbound responsibilities.

  • Drives asset growth, retail product adoption, and lifetime income solutions.

  • Ensures a world class advisory experience as measured by Net Promoter Scores.

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

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level



  • Provide a range of episodic advice to a full comprehensive financial plan to TIAA participants.

  • Drive asset growth, retail product adoption, and lifetime income solutions.

  • Ensure a world class advisory experience as measured by Net Promoter Scores.

  • Assess a broad spectrum of client needs determine the most appropriate recommendation for the client (need for a full plan, episodic advice, and/or tailored individual TIAA investment and financial wellness needs (Managed Accounts, IRAs, Banking, Protection, Debt Management, etc.).

  • Make referrals to appropriate partners within the IAC, TFS Wealth Management Advisors, TIAA Bank, and Insurance.


Required Qualifications:

  • 2+ years of experience in financial services

  • FINRA Series 7 and Series 66 (or combination of 63 & 65) registrations must be obtained within first 120 days as a condition of employment, but preferred at the time of application.

  • State health and life insurance licenses must be obtained within the first 120 days as a condition of employment, but preferred at the time of application.

Preferred Qualifications :

  • Bachelor’s Degree

  • 4+ years of experience in financial services

  • Prior advisor/consultant experience

  • Knowledge of institutional retirement plans preferred

  • MoneyGuidePro use or experience with other advice and planning tools

Potential Salary: $36.06 USD

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

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

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’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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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


Privacy Notices

For residents of California, please click here ( to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here ( to access the EU / UK Pre-employment Notice.

For all other residents, click here ( to access the Applicant Privacy Notice.

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.