Financial Planner - Central Advice Group

Nuveen, a TIAA company

Base: $74,300pyr - $90,000pyr; bonus/equity: not s...
Financial planning for wealth management
Intermediate-level communication skills
Support for client-facing associates
The Financial Planner role involves creating high-quality, accurate, and compliant financial plans

Job Summary

  • The Financial Planner role involves creating high-quality, accurate, and compliant financial plans.
  • This position supports wealth management advisors through on-demand assistance via email and phone.
  • TIAA is committed to the well-being of associates, offering a comprehensive Total Rewards package.

Matching Summary

The Financial Planner role involves creating high-quality, accurate, and compliant financial plans.

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
  • Support for client-facing associates

Nice-to-have

  • Collaboration and teamwork
  • Continuous improvement mindset
  • Strategic thinking abilities

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter