Senior Financial Planner Central Advice Group
Senior Financial Planner Central Advice Group
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Salary Not Disclosed
1 Vacancy
Job Description
The Senior Financial Planner writes and supports financial planning for Wealth Management Advisors Advisory Consultants and other clientfacing associates. Working under limited supervision this job creates highquality accurate and compliant financial plans and uses intermediatelevel communication skills to provide ondemand 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.
- Provides planning points via coaching calls or emails to the advisor to address client concerns and planning considerations.
- Works with advisors to identify the most critical client needs and builds reviews and approves goalbased financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate.
- Coaches Advisors to use planning to grow and provides feedback regarding the progress of new Advisors (positive or constructive).
- Answers questions for Advisors pertaining to specific plans general planning questions or status updates on in process work during scheduled shifts on the Advice and Planning help desk with accuracy objectivity and professionalism.
- Develops and delivers content to financial planner peers and advisory teams.
- Responds to inquiries from advisors and business partners regarding specific financial planning topics.
- University (Degree) Preferred
- 3 Years Required; 5 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
7IC
Please Note: Certified Financial Planner (CFP) Certified Financial Planner Board of Standards required at the time of application.
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: $72400/yr. $113000/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:
Phone:
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Senior IC
Employment Type
Full-Time
