Financial Planner (central Advice Group)

TIAA Jobs

Multiple Locations, US
Base: $74,300pyr - $90,000pyr; bonus: pyrticipytio...
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Series 7 series 63 series 65 or 66 registration
Intermediate communication skills for client support
Desktop planning tool proficiency
** The Financial Planner position at TIAA's Central Advice Group involves creating and supporting financial plans for wealth management clients while providing accurate and compliant support to advisory teams. Ideal candidates should possess a Certified Financial Planner (CFP) designation or be nearing completion and have relevant experience in financial planning. **

Job Summary

  • The Financial Planner role within the Central Advice Group creates high-quality, accurate, and compliant financial plans for wealth management clients.
  • Candidates must possess a Certified Financial Planner (CFP) certification or be close to completion of the exam at the time of application.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 75

** The Financial Planner position at TIAA's Central Advice Group involves creating and supporting financial plans for wealth management clients while providing accurate and compliant support to advisory teams. Ideal candidates should possess a Certified Financial Planner (CFP) designation or be nearing completion and have relevant experience in financial planning. **

Salary

Base: $74,300/yr - $90,000/yr; Bonus: Participation in performance-linked incentive programs possible; Benefits: Comprehensive total rewards including retirement and health offerings

Skills & Requirements

Must-have

  • Series 7 Series 63 Series 65 or 66 registration
  • Intermediate communication skills for client support
  • Desktop planning tool proficiency

Nice-to-have

  • Strategic thinking and data-based decision making
  • Ability to lead small projects with moderate impact
  • Collaborative mindset in an in-office environment

Key Requirements

  • University degree required
  • 2+ years work experience required; 3+ preferred
  • FINRA Series 7, 63, 65, or 66 registration
  • Certified Financial Planner (CFP) certification required or near completion

Work Rights

Not specified

Tailored Resume

Cover Letter