TIAA is seeking a Financial Planner for its Central Advice Group to support financial planning for wealth management clients. The role involves creating compliant financial plans, assisting advisory teams, and providing on-demand support through a helpdesk. Candidates must hold specific financial certifications and have relevant experience in financial planning
Job Summary
The Financial Planner role within the TIAA Central Advice Group creates high quality, accurate, and compliant financial plans for wealth management clients.
This position supports advisory teams by identifying critical client needs and building goal-based financial plans that address specific concerns or compare alternatives.
TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits designed to support associate well-being.
Matching Summary
Match Score: 85
TIAA is seeking a Financial Planner for its Central Advice Group to support financial planning for wealth management clients. The role involves creating compliant financial plans, assisting advisory teams, and providing on-demand support through a helpdesk. Candidates must hold specific financial certifications and have relevant experience in financial planning.
Salary
Base: $74,300/yr - $90,000/yr; Bonus/Equity: Participation in performance-linked incentive programs possible; Benefits: Comprehensive Total Rewards including retirement, health, and wellness offerings
Skills & Requirements
Must-have
Intermediate-level communication skills
Desktop planning tools proficiency
Goal-based financial plan modeling
Client concern analysis and resolution
Nice-to-have
Strategic thinking capabilities
Storytelling for client presentations
Collaborative team environment
Continuous improvement mindset
Key Requirements
University Degree required
2+ years work experience required
Series 7, 63, 65, or 66 FINRA registration
Certified Financial Planner (CFP) certification required upon hire