Financial Planner - Central Advice Group

TIAA Jobs

Multiple Locations, US
Base: $74,300pyr - $90,000pyr; bonus/equity: pyrti...
Not specified (assumed hybrid based on company culture)
Series 7 series 63 series 65 or series 66 license
Certified financial planner certification required
2+ years of 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 ideal candidate should have at least two years of relevant experience, possess necessary financial certifications, and demonstrate strong communication skills

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) certification from the Board of Standards upon hire.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health 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 ideal candidate should have at least two years of relevant experience, possess necessary financial certifications, and demonstrate strong communication skills.

Salary

Base: $74,300/yr - $90,000/yr; Bonus/Equity: Participation in incentive programs linked to performance possible; Benefits: Superior retirement program, health, wellness, and work life offerings

Skills & Requirements

Must-have

  • Series 7 Series 63 Series 65 or Series 66 license
  • Certified Financial Planner 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
  • Experience leading small projects with moderate impact
  • Ability to build goal-based financial models
  • Collaborative in-office work environment preference
  • Strategic thinking and relationship management skills

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) certification required

Work Rights

Not specified

Tailored Resume

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