Financial Planner
The Financial Planner job within the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, financial advisory consultants and other client-facing associates. This job creates high quality, accurate, and compliant financial plans and uses intermediate-level communication skills to provide on demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services through email and phone support lines.
Key Responsibilities and Duties
- Prepares financial plans for Wealth Management clients while maintaining quality, content, and cycle time service level agreements.
- Assists teams within wealth management advisory services to identify the most critical client needs and builds, reviews, and approves goal based financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate.
- Provides planning points via email to financial advisory consultants to address client concerns and planning considerations.
- Responds to questions from wealth management advisors pertaining to specific plans, general planning questions or status updates on in process work, during scheduled shifts of the Advice and Planning Help desk, with accuracy, objectivity, and professionalism.
- Assists and supports wealth management advisory teams in their use of desktop planning tools.
- Contributes to department and company quality standards by reviewing plans built by wealth management advisors and other client-facing associates.
- May lead small projects and make decisions that have moderate impact on the business.
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
Licenses and Certifications
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
6IC
It is desired candidates:
- be versed in financial planning software
- possess a passion for contributing to the success of a Wealth Management Advisor
- be focused on a client first experience
- possess the value and understanding to operate as a Team “Win As One”
Related Skills
Accountability, Go-To-Market, Product Management, Resiliency, Strategic Thinking, Waterfall Project Management
Anticipated Posting End Date:
2024-10-21
Base Pay Range: $63,200/yr. - $90,000/yr.
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
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.
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
Email: [email protected]
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 Nuveen residing in Europe and APAC, please click here.
What We Do
Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. 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.
And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.
Why Work With Us
TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.
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