Financial Planner Central Advice Group
Financial Planner Central Advice Group
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Salary Not Disclosed
1 Vacancy
Job Description
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 clientfacing associates. This job creates high quality accurate and compliant financial plans and uses intermediatelevel 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.
Key Responsibilities and Duties
- 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 clientfacing 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
- Physical Requirements: Sedentary Work
Career Level
6IC
Please note a Certified Financial Planner (CFP) Certified Financial Planner Board of Standards designation is required at the onset of application thank you.
Related SkillsAccountability Adaptability Business Acumen Collaboration Continuous Improvement Mindset Critical Thinking DataBased Decision Making Financial Acumen Financial Analysis Influence Relationship Management Story Telling Strategic Thinking TIAA Products/Services Acumen Variance AnalysisAnticipated Posting End Date:
Base Pay Range: $63200/yr. $90000/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 nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
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 were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does 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.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
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Employment Type
Full-Time
