Financial Planner - Central Advice Group

TIAA

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

Job Summary

  • The Financial Planner role focuses on creating high quality and compliant financial plans for clients.
  • This position supports wealth management advisors and provides on-demand assistance through various communication channels.
  • TIAA is committed to the well-being of its associates, offering a comprehensive Total Rewards package.

Matching Summary

The Financial Planner role focuses on creating high quality and compliant 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 desktop planning tools

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter