CFP Financial Planner — Build Client-Focused Plans

Teachers Insurance and Annuity Association of America; Charlotte (NC); On-site; USD 74,000 - 90,000; Full time

Job summary

Teachers Insurance and Annuity Association of America seeks a Financial Planner to support wealth management advisors with high-quality, compliant financial plans. The role requires intermediate communication skills to assist advisors via Helpdesk services by email and phone.

Responsibilities include preparing plans, addressing client concerns, reviewing adviser outputs, and may lead small projects. Requires CFP at hire and 2+ years in wealth planning; Bachelor’s preferred.

Qualifications

• CFP certification required at time of hire.
• 2+ years of wealth management planning experience.
• Ability to build accurate, compliant financial plans.

Responsibilities

• Prepares financial plans for Wealth Management clients while maintaining SLAs.
• Identifies critical client needs and builds goal-based plans.
• Provides planning points via email to advisors.
• Responds to questions from wealth management advisors with accuracy.
• May lead small projects with moderate impact.

Skills

Financial planning

Client communication

Regulatory compliance

Education

Bachelor's degree preferred

Job description

Teachers Insurance and Annuity Association of America seeks a Financial Planner to support wealth management advisors with high-quality, compliant financial plans. The role requires intermediate communication skills to assist advisors via Helpdesk services by email and phone.

Responsibilities include preparing plans, addressing client concerns, reviewing adviser outputs, and may lead small projects. Requires CFP at hire and 2+ years in wealth planning; Bachelor’s preferred.