Financial Planner

Responsibilities

• Prepare high-quality, accurate, and compliant financial plans for Wealth Management clients.
• Build, review, and approve goal-based financial plans modeled to address specific client concerns or alternatives.
• Provide on-demand support to wealth management advisory teams via email and phone through the Advice and Planning Helpdesk.
• Respond to inquiries from advisors regarding specific plans, general planning questions, or work status updates.
• Assist advisory teams in the effective use of desktop planning tools.
• Contribute to company quality standards by reviewing plans built by other client-facing associates.
• Lead small projects and make decisions with moderate impact on business operations.

Requirements

• 2+ years of relevant experience (3+ years preferred).
• Certified Financial Planner (CFP) certification required at the time of application.
• FINRA Registrations: Series 7, Series 63, Series 65, and Series 66.
• University degree preferred.

Benefits

• Comprehensive Total Rewards package.
• Superior retirement program.
• Highly competitive health, wellness, and work-life offerings.
• Opportunities for meaningful learning experiences and professional development pathways.

About the Company

TIAA is a market-leading retirement company that has delivered financial security for millions of people for over 100 years. Originally founded to help educators retire with dignity, TIAA now provides a wide range of financial products and services to support the financial well-being of those working in not-for-profit sectors.