CFP Financial Planner – Wealth Advisory & Planning

TIAA; Charlotte (NC); On-site; USD 74,000 - 90,000; Full time

Job summary

The Financial Planner role 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.

Qualifications

• University degree preferred.
• 2+ years of work experience required; 3+ years preferred.
• CFP certification required at time of hire.
• FINRA registrations: Series 7, 63, 65, 66.

Responsibilities

• Prepares financial plans for Wealth Management clients with quality, content, and SLAs.
• Assists wealth management advisory teams to identify critical client needs and builds goal-based plans.
• Provides planning points via email to advisors addressing client concerns.
• Responds to questions from advisors about plans and status updates with accuracy and professionalism.
• Supports teams in their use of desktop planning tools and resources.
• Reviews plans to uphold department and company quality standards.

Skills

Communication

Financial Planning

Client Service

Team Collaboration

Education

University (Degree) Preferred

Job description

The Financial Planner role 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.