Financial Planner - Central Advice Group

TIAA Jobs

Base: $74,300pyr - $90,000pyr; bonus/equity: not s...
Financial planning for wealth management
Intermediate-level communication skills
Experience with financial planning tools
The Financial Planner role involves creating high-quality financial plans for clients

Job Summary

  • The Financial Planner role involves creating high-quality financial plans for clients.
  • This position supports wealth management advisors through effective communication and planning tools.
  • TIAA is committed to the well-being of associates and offers a comprehensive benefits package.

Matching Summary

The Financial Planner role involves creating high-quality financial plans for clients.

Salary

Base: $74,300/yr - $90,000/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial planning for wealth management
  • Intermediate-level communication skills
  • Experience with financial planning tools

Nice-to-have

  • Collaboration and teamwork
  • Continuous improvement mindset
  • Critical thinking and strategic thinking

Key Requirements

  • 2+ years of relevant work experience
  • Certified Financial Planner (CFP) required
  • FINRA registrations Series 7, 63, 65, 66

Work Rights

Not specified

Tailored Resume

Cover Letter