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$30/hr–$38/hr
Full-time
bachelor degree
Retirement program, Health insurance, Wellness offerings, Work life offerings
Posted 10d ago
Apply by Sep 18
~40 hrs/week
Responsibilities
The Institutional Consultant provides primary support to plan sponsors regarding plan design, investment education, and regulatory compliance. They build and maintain client relationships while educating stakeholders on retirement plan governance and administrative processes.
Requirements
Candidates must have at least 2 years of experience and hold FINRA Series 6 and 63 licenses, with a Life and Health Insurance license required. A university degree is preferred, along with strong knowledge of retirement industry regulations and audit guidelines.
Full job description
Institutional Consultant The Institutional Consultant provides primary Inbound/Outbound Call Center support to Institutional Plan Sponsors that use the Administrator Telephone Center (ATC) service line. This includes providing institutional consultation regarding plan design, investment education, Planfocus education and support, signature 5500, and plan compliance. This role answers all related administrative and service inquiries, documents and responds to concerns, and provides consultative guidance and education to third-party advisors on lifetime income solutions.
Key Responsibilities and Duties
Responsible for participating in training programs as a contributor or presenter on topics related to Planfocus, institutional tools and resources, and legal issues. Participates on various projects and initiatives to support business goals and objectives.
Builds and maintains plan sponsor and client relationships advising on retirement plan design, guiding through pension regulation changes, and designing programs to enhance plan participation and savings rates.
Provides consultative guidance and client relationship management for TIAA plan sponsors, consultants, payroll vendors, auditors and legal counsel regarding aspects of client retirement plans.
Interfaces with key influencers to direct daily plan functions and processes as well as discuss fiduciary responsibilities and newly issued regulations.
Educates plan sponsors about plan design and governance, compliance, audits, nondiscrimination testing, reporting, online services, and plan amendments.
Consults on legal and regulatory requirements in the retirement industry such as Form 5500 filings, compliance issues, fiduciary and audit guidelines, plan reporting, and nondiscrimination testing.
Provides audit support and assists with retirement plan tax filing inquiries.
Proactively reaches out to top tier Primary Market clients to build relationships and help adopt products and services.
Proactively troubleshoots on-line services administrator access to set up and administer their plans.
Resolves issues for customers and the team. Takes initiative and conducts follow-up to ensure customer, employee, and business issues are resolved in a satisfactory and timely manner consistent with all company policies and industry regulations, navigating and negotiating through sensitive and complex issues as needed.
Educational Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
FINRA Registrations
SRC Indicator: Series 6 or 7; Series 63
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 6IC
Required Qualifications:
2+ years
FINRA Series 6 and 63
Life and Health Insurance License (Resident State) - Multiple Issuers required
Preferred Qualification:
2+ years of financial services experience
FINRA Series 7
Related SkillsAccountability, 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:
2026-09-18Base Pay Range: $30.53/hr - $38.13/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.
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 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 & 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:
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
Related keywords
Institutional ConsultantRetirement PlanPlan SponsorsFINRA Series 6FINRA Series 63Life and Health Insurance LicenseForm 5500ComplianceFiduciaryAuditNondiscrimination testingPlanfocusClient Relationship ManagementRetirement IndustryPension RegulationPayroll Vendors
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided retirement plans, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come.
Visit tiaa.org to learn more about preparing for a more secure retirement.
For our Terms of Use, please visit ter.li/termsofuse.
4127037
Offices: 730 Third Ave., New York, NY 10017, US · 8500 Andrew Carnegie Blvd., Charlotte, NC 28262, US · 1670 Broadway, Denver, CO 80202, US · 3965 Dallas Pkwy, Frisco, Texas 75034, US · Mumbi, IN
Based on 164 listings with disclosed salaries, most consulting jobs in Frisco, TX pay between $67k–$222k per year. Individual offers vary with seniority, company size, and specialization.
How many Consulting jobs are open in Frisco, TX right now?
There are currently 253 open consulting positions in Frisco, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Consulting roles in Frisco, TX?
Companies currently hiring include Baker Tilly US, Thomson Reuters, Kyndryl, TIAA, BGE, Inc., among others. Browse the listings above to see every active employer.
Are there remote or hybrid Consulting jobs in Frisco, TX?
Yes — 170 of the 253 open consulting positions offer remote or hybrid work (39 remote, 131 hybrid).
How do I apply for Consulting jobs in Frisco, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.