Financial Planner - Advice Group

Financial Planner

The Financial Planner job within the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, financial advisory consultants and other client-facing associates. This role creates high quality, accurate, and compliant financial plans and uses intermediate-level communication skills to provide on-demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services through email and phone support lines.

• Prepares financial plans for Wealth Management clients while maintaining quality, content, and cycle time service level agreements.
• Assists teams within wealth management advisory services to identify the most critical client needs and builds, reviews, and approves goal-based financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate.
• Provides planning points via email to financial advisory consultants to address client concerns and planning considerations.
• Responds to questions from wealth management advisors pertaining to specific plans, general planning questions or status updates on in-process work, during scheduled shifts of the Advice and Planning Help Desk, with accuracy, objectivity, and professionalism.
• Assists and supports wealth management advisory teams in their use of desktop planning tools.
• Contributes to department and company quality standards by reviewing plans built by wealth management advisors and other client-facing associates.
• May lead small projects and make decisions that have moderate impact on the business.

• University (Degree) Preferred

• 2+ Years Required; 3+ Years Preferred

• SRC Indicator:
  Series 7;
  Series 63;
  Series 65;
  Series 66

• Certified Financial Planner (CFP) – Certified Financial Planner Board of Standards required Upon Hire

• Sedentary Work

6IC

• Certified Financial Planner (CFP) – Certified Financial Planner Board of Standards required at the time of application

Accountability, Adaptability, Business Acumen, Collaboration, Continuous Improvement Mindset, Critical Thinking, Data-Based Decision Making, Financial Acumen, Financial Analysis, Influence, Relationship Management, Story Telling, Strategic Thinking, TIAA Products/Services Acumen, Variance Analysis

$74,300/yr - $90,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the compensation package may include participation in incentive programs as applicable to the role.

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we are a market-leading retirement company fueled by world-class asset management. We are committed to helping clients and improving financial well-being.

We are on a mission to build on our 100+ year legacy while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools. Our values are:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We work cross-functionally to deliver results and provide meaningful learning experiences and development opportunities.

We offer a comprehensive Total Rewards package designed to support associates and their families, including a competitive retirement program and health, wellness, and work-life offerings. For details, review the Benefits Summary (where applicable).

We are an Equal Opportunity Employer. We do not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is available on our careers page and government notices.

TIAA offers accessibility support for applicants who need assistance with the online application process. For reasonable accommodations, contact the accessibility support team.

TIAA maintains a drug-free and smoke-free workplace.

Privacy notices for applicants in the US and abroad apply. See the company privacy resources on the Careers site for applicable regions.

TIAA is committed to equal opportunity in all employment practices and maintains a diverse and inclusive workplace. EEO information is available on the company resources page.

Pay transparency information is available as part of the company’s openness policies.