Financial Planner (central Advice Group)

TIAA

2 Locations
Base: $74,300pyr - $90,000pyr; bonus/equity: pyrti...
Not specified
Series 7 series 63 series 65 or 66 finra registration
Certified financial planner (cfp) certification required
2+ years of financial planning experience
TIAA is seeking a Financial Planner to support its Central Advice Group, focusing on creating high-quality financial plans and providing assistance to wealth management teams. The ideal candidate should have at least two years of relevant experience, possess a Certified Financial Planner (CFP) certification, and demonstrate strong communication and analytical skills

Job Summary

  • The role involves creating high-quality, accurate, and compliant financial plans for wealth management clients while maintaining strict service level agreements.
  • Candidates must possess a CFP certification or be close to completion at the time of application to join the Central Advice Group.
  • 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 to support its Central Advice Group, focusing on creating high-quality financial plans and providing assistance to wealth management teams. The ideal candidate should have at least two years of relevant experience, possess a Certified Financial Planner (CFP) certification, and demonstrate strong communication and analytical skills.

Salary

Base: $74,300/yr - $90,000/yr; Bonus/Equity: Participation in incentive programs linked to performance possible; Benefits: Comprehensive Total Rewards including retirement, health, and wellness offerings

Skills & Requirements

Must-have

  • Series 7 Series 63 Series 65 or 66 FINRA registration
  • Certified Financial Planner (CFP) certification required
  • 2+ years of financial planning experience
  • Desktop financial planning tools proficiency
  • Email and phone support for advisory teams

Nice-to-have

  • Strong critical thinking and data-based decision making
  • Ability to lead small projects with moderate business impact
  • Excellent relationship management and storytelling skills
  • Collaborative mindset in an in-office environment
  • Experience with variance analysis and strategic thinking

Key Requirements

  • University Degree required
  • 2+ Years Required; 3+ Years Preferred Work Experience
  • FINRA Registrations: Series 7, Series 63, Series 65, or Series 66
  • Certified Financial Planner (CFP) Board of Standards certification
  • Must be close to CFP completion if not certified at application

Work Rights

Not specified

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