Financial Planner - Central Advice Group

TIAA

Multiple Locations, US
Base: $74,300 - $90,000 py; bonus: annual discreti...
Hybrid
Series 7 series 63 series 65 or 66 licenses
Certified financial planner (cfp) certification required
2+ years financial planning experience
TIAA is seeking a Financial Planner for its Central Advice Group, responsible for creating and supporting financial plans for wealth management clients. The position requires effective communication and collaboration with financial advisors to address client needs and enhance service delivery

Job Summary

  • The role involves writing and supporting high-quality, accurate, and compliant financial plans for wealth management clients.
  • Candidates must possess a Certified Financial Planner (CFP) designation from the Certified Financial Planner Board of Standards upon hire.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 85

TIAA is seeking a Financial Planner for its Central Advice Group, responsible for creating and supporting financial plans for wealth management clients. The position requires effective communication and collaboration with financial advisors to address client needs and enhance service delivery.

Salary

Base: $74,300 - $90,000 per year; Bonus: Annual discretionary incentive programs possible; Benefits: Comprehensive total rewards including retirement and health

Skills & Requirements

Must-have

  • Series 7 Series 63 Series 65 or 66 licenses
  • Certified Financial Planner (CFP) certification required
  • 2+ years financial planning experience
  • Desktop planning tools proficiency
  • High quality compliant plan generation

Nice-to-have

  • Strong communication and storytelling skills
  • Collaborative in-office team environment
  • Strategic thinking and business acumen
  • Data-based decision making capabilities
  • Adaptability to evolving client needs

Key Requirements

  • University Degree required
  • CFP Certification mandatory
  • FINRA Registrations: Series 7, 63, 65, or 66
  • Minimum 2 years work experience
  • US Work Authorization implied by EEO statement

Work Rights

Not specified

Tailored Resume

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