Financial Planner; Advice Group

Overview

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 job 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 at the time of application

• Physical Requirements:
  
  Sedentary Work

6IC

We are hiring for two positions. Candidates must possess CFP or be close to completion of exam/certification at the time of application. Thank you.

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 competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

At TIAA, we re on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and…