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Financial Services Consultant Academy (June)

Position ID 1715769 Starts June 2019

Ideal for people wishing to start a financial career!

The Academy assists you in obtaining your SIE, Series 6 and 63 financial securities licenses, putting you on the right path to a long-term career in financial services! You will complete a eight-week study period to obtain the required licenses, followed by a four month training program to become a Financial Services Consultant.

• Bachelor's degree or some college with related professional designations preferred.

• FINRA Series 6 and 63 and SIE registrations as well as state life insurance licenses can be acquired through our Academy Program.

• State life insurance license preferred or must be obtained.

• Financial services experience is a plus.

• Must be available to work 8 a.m.-5 p.m. during training. Must be flexible for any shift between 6 a.m.-8 p.m. Monday-Friday, as well as Saturday from 7 a.m.-4p.m. on a rotational basis after training.

• Ability to be FINRA registered and state insurance licensed by the end of three-to-four month training program.


As a Financial Services Consultant, you will provide the highest level of customer service to our participants and deliver excellence in a challenging yet extremely rewarding environment. Being at the forefront of our business, you will play an imperative role in helping our participants achieve financial well-being.

Using your high energy, engagement, positivity and professionalism, you will be responsible for:

  • Interacting with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
  • Leveraging multiple resources while educating and devoting time with our participants through intuitive conversations.
  • Providing financial guidance to our participants to help retain and increase assets.
  • Collaborating across the organization to deliver world-class service and safeguard business continuity and process improvements.

This opportunity is the perfect start to a career in financial services. We will train you to get licensed and then train you in every aspect of working with our clients.

Careers.TIAA.org  Then Financial Services Consultant Academy 1715769