Financial Consultant Jobs in Dallas, TX
Financial Consultant jobs in Dallas are in strong demand, with openings concentrated in Uptown, the Turtle Creek corridor, and the Dallas Arts District across wealth management, corporate finance, and insurance. Firms posting right now include Deloitte, Optum, and Gallagher. Find a role that fits below and apply directly.
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The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. 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, 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. All licenses must be obtained within 120 days from start date.
Key Responsibilities and Duties
- Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
- Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
- Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
- Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
- Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
- Develops and maintains strong relationship with Institutional Plan Sponsors.
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
- Physical Requirements: Sedentary Work
Career Level
7IC
3+ years of financial planning experience preferred
This is a hybrid working environment which requires a minimum of three days in the office per week
Anticipated Posting End Date:
2026-07-10 Base Pay Range: $70,600/yr - $103,000/yrActual 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—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.
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.
The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. 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, 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. All licenses must be obtained within 120 days from start date.
Key Responsibilities and Duties
- Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
- Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
- Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
- Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
- Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
- Develops and maintains strong relationship with Institutional Plan Sponsors.
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
- Physical Requirements: Sedentary Work
Career Level
7IC
3+ years of financial planning experience preferred
This is a hybrid working environment which requires a minimum of three days in the office per week
Anticipated Posting End Date:
2026-07-10 Base Pay Range: $70,600/yr - $103,000/yrActual 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—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.
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.
See All 20 Financial Consultant Jobs in Dallas
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Find Financial Consultant JobsFinancial Consultant Job Market in Dallas
Who's Hiring
- Deloitte5
- Optum2
- Gallagher2
- EY1
- PwC1
Top Industries Hiring
- Investment & Asset Management8
- Consulting & Professional Services8
- Accounting & Auditing6
- Banking & Financial Services3
- Insurance2
Financial Consultant Jobs in Dallas: Frequently Asked Questions
How do I get a financial consultant job in Dallas?
Target the employer types that hire most heavily in Dallas: large regional banks and credit unions headquartered along the North Central Expressway corridor, independent registered investment advisory firms in Uptown, and insurance-backed financial planning companies in Las Colinas. Candidates with a CFP designation or Series 65 license move faster through Dallas hiring pipelines. Networking through the Dallas CFA Society and local AFP chapter events gives you a meaningful edge over remote applicants.
Which companies hire financial consultants in Dallas?
Dallas financial consultant roles are posted by Deloitte, Optum, and Gallagher and others right now, based on current listings on Migrate Mate as of June 2026. Dallas attracts both Fortune 500 financial services firms with large regional offices and boutique wealth management practices serving the city's high-net-worth population.
Are there remote financial consultant jobs in Dallas?
Yes, though it depends on the specialty: portfolio analysis and financial planning roles tend to allow remote work more often than roles requiring in-person client advisory meetings. About 10% of financial consultant openings tied to Dallas are remote or hybrid as of June 2026, with hybrid schedules most common among firms based in Uptown and Addison. Client-facing wealth management roles remain predominantly in-office.
How can I get a financial consultant job in Dallas with little or no experience?
The most realistic entry path in Dallas is joining a large insurance group or regional bank in a junior financial representative or personal banker role, then moving into a consultant track. Firms in Las Colinas and the Park Cities regularly hire for associate financial advisor programs that pair new graduates with senior consultants. A Series 6 or 63 license completed before interviewing signals commitment and shortens your ramp time considerably.
Which industries hire the most financial consultants in Dallas?
The sectors hiring the most financial consultants in Dallas are Investment & Asset Management, Consulting & Professional Services, and Accounting & Auditing, based on current listings on Migrate Mate as of June 2026. Dallas's role as a regional headquarters hub for banking, insurance, and real estate investment trusts makes it one of the densest markets for financial consultant openings in the South.
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