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Tiaa Jobs in Raleigh, NC (NOW HIRING)

Simplicity Group Holdings

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Sr. Sales Assistant

Durham, NC · On-site

$65K - $76K/yr

... PCRA, TIAA, or similar platforms is preferred. · Experience with Orion Advisor Services is strongly preferred. · Experience using Salesforce or another CRM platform is a plus. · Proficiency in ...

All JobsTiaa JobsTiaa Jobs in Raleigh, NC

Tiaa information

See Raleigh, NC salary details

$31.6K

$100K

$142.9K

How much do tiaa jobs pay per year?

As of Aug 8, 2026, the average yearly pay for tiaa in Raleigh, NC is $100,014.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,300.00 and $128,800.00 per year, depending on experience, location, and employer.

What qualifications are needed for TIAA careers?

Qualifications for TIAA careers vary by position but generally include relevant education, such as a bachelor's degree, and experience in finance, customer service, or related fields. Strong communication skills, proficiency with financial tools or software, and professional certifications like FINRA licenses may also be required for certain roles.

What opportunities for career advancement are available for employees at TIAA?

TIAA is known for supporting internal mobility and professional development, offering employees access to mentorship programs, training resources, and clear advancement pathways. Employees often benefit from regular performance reviews and opportunities to participate in cross-functional projects, which can accelerate career progression. The company also encourages continuing education and certifications, helping staff move into leadership or specialized roles over time. Collaboration across diverse teams is a core part of the work environment, fostering both skill growth and networking.

What is the difference between Tiaa vs Financial Advisor?

AspectTiaaFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often preferred
Work EnvironmentFinancial services firms, investment management companiesFinancial planning firms, banks, independent practices
Employer & Industry UsageMajorly in investment management and institutional servicesIn retail and private client financial planning
Search & Comparison IntentPeople comparing roles in investment management and institutional financeIndividuals exploring personal financial planning careers

While Tiaa primarily refers to a financial services firm specializing in investment management, a Financial Advisor is a professional providing personalized financial planning and investment advice. Both roles often require similar certifications and work within the financial industry, but Tiaa is a company name, whereas a Financial Advisor is a job title. Understanding these differences helps job seekers identify the right career path or employer in the financial sector.

What is TIAA and what does the company do?

TIAA, formerly known as the Teachers Insurance and Annuity Association of America, is a financial services organization that primarily provides retirement services for people working in the academic, research, medical, and cultural fields. The company offers a range of financial products, including retirement plans, IRAs, mutual funds, and life insurance. TIAA is known for its commitment to helping employees of nonprofit institutions plan and save for retirement, and it manages billions of dollars in assets for its clients.

What is a TIAA job?

A TIAA job typically refers to a position at TIAA (Teachers Insurance and Annuity Association of America), a financial services organization specializing in retirement, investment, and insurance solutions for educators and nonprofit employees. TIAA offers roles in finance, customer service, technology, and asset management. Employees often work in areas like retirement planning, wealth management, or institutional investments. Positions vary from entry-level to executive roles, catering to diverse professional backgrounds.

What are the key skills and qualifications needed to thrive as a TIAA financial consultant?

To thrive as a TIAA Financial Consultant, you need strong analytical skills, financial planning expertise, and typically a bachelor's degree in finance or a related field, often accompanied by FINRA Series 6, 7, or 63/66 licenses. Proficiency in financial planning software, CRM systems, and portfolio management tools is essential for daily tasks. Excellent interpersonal communication, active listening, and relationship-building skills help consultants connect with clients and understand their unique financial goals. These skills ensure clients receive tailored advice, regulatory compliance, and a high level of trust and satisfaction, which are crucial for success in the financial services industry.
What are popular job titles related to Tiaa jobs in Raleigh, NC? For Tiaa jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Tiaa jobs in Raleigh, NC look for? The top searched job categories for Tiaa jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Tiaa jobs? Cities near Raleigh, NC with the most Tiaa job openings:
Tiaa jobs near you
Infographic showing various Tiaa job openings in Raleigh, NC as of August 2026, with employment types broken down into 71% Full Time, 25% Part Time, and 4% Contract. Highlights an 96% Physical, 3% Hybrid, and 1% Remote job distribution, with an average salary of $100,014 per year, or $48.1 per hour.

Sr. Sales Assistant

Simplicity Group Holdings

Durham, NC • On-site

$65K - $76K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

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Job description

Position: Senior Sales Assistant

Reports to: Director, Business Development

Location: In-office, Durham, NC

Classification: Full-time, Exempt

Summary / Job Objective: We are a growing independent Registered Investment Advisory (RIA) firm committed to providing exceptional financial planning and investment management services to individuals, families, and business owners. As our firm continues to grow, we are seeking a highly organized, detail-oriented Sr. Sales Assistant to support a small team of highly experienced senior financial advisors to help deliver an outstanding client experience.

This is an excellent opportunity for someone who enjoys working in a fast-paced, professional environment where accuracy, responsiveness, and exceptional client service are valued. The successful candidate will become an integral part of our team, helping advisors focus on serving clients and growing the business.

Essential Job Functions:

· Prepare and process new account paperwork, account maintenance requests, and transfer documentation.

· Coordinate client onboarding from initial paperwork through account funding.

· Prepare reports, meeting materials, and client documents for advisor meetings.

· Serve as a primary point of contact for client service requests and follow through to completion.

· Communicate with custodians and third-party providers to resolve account issues efficiently.

· Monitor outstanding client requests and ensure timely follow-up.

· Ensure all documentation is complete, accurate, and compliant with firm policies.

Qualifications:

· 2+ years previous experience in wealth management, financial services, banking, or an investment advisory firm preferred.

· Experience supporting Financial Advisors or working directly with clients is highly desirable.

· Familiarity with investment custodians such as Fidelity Wealthscape, Schwab Advisor Center/PCRA, TIAA, or similar platforms is preferred.

· Experience with Orion Advisor Services is strongly preferred.

· Experience using Salesforce or another CRM platform is a plus.

· Proficiency in Microsoft Office, including Outlook, Excel, and Word.

Competencies:

· Exceptional attention to detail and organizational skills.

· Excellent written and verbal communication abilities.

· Ability to manage multiple priorities while maintaining a high level of accuracy.

· Positive attitude, strong work ethic, and commitment to providing exceptional client service.

Compensation & Benefits:

Compensation (based on experience)

· Base salary / Hourly rate: $65,000 - $77,000; exempt

· Annual performance bonus target: 5%

Benefits

· Employee benefits (medical, dental, vision, life insurance, other)

· 401k with employer match

· Paid Time Off

· Paid parking

Location: 280 S. Mangum St, Suite 550, Durham, NC 27701

*This role is an in-office position

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.