Financial Planner - Central Advice Group

TIAA; Dallas (TX); On-site; USD 74,300 - 90,000; Full time

Job summary

TIAA is seeking a Financial Planner to support its Central Advice Group in Dallas, Texas. This role is responsible for writing and creating high-quality financial plans for wealth management clients and providing on-demand support to advisory teams.

The ideal candidate should possess strong financial planning skills, familiarity with wealth management, and necessary certifications. A university degree and at least 2 years of relevant experience are preferred.

The position offers a competitive salary range of $74,300 to $90,000 per year, based on experience.

Qualifications

• 2+ years of experience in financial planning required, 3+ years preferred.
• Certifications Series 7, 63, 65, 66 are required.
• Certified Financial Planner (CFP) certification required upon hire.

Responsibilities

• Prepares financial plans for Wealth Management clients.
• Assists teams in identifying client needs and building financial plans.
• Provides planning support to financial advisory consultants.

Skills

Financial planning

Client communication

Wealth management

Goal-based planning

Education

University degree

Job description

Financial Planner

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 client-facing associates. This role creates high‑quality, accurate, and compliant financial plans and provides 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 that 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 work in process during scheduled shifts of the Advice and Planning Helpdesk, 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 client‑facing associates.
• May lead small projects and make decisions that have moderate impact on the business.

Educational Requirements

• University degree preferred.

Work Experience

• 2+ years required; 3+ years preferred.

FINRA Registrations

• Series 7; Series 63; Series 65; Series 66.

Licenses and Certifications

• Certified Financial Planner (CFP) – Certified Financial Planner Board of Standards required upon hire.

Physical Requirements

• Sedentary work.

Career Level

6IC.

Salary

Base Pay Range: $74,300/yr – $90,000/yr. Actual base salary may vary based upon relevant experience, time in role, comparable peer salary, prior performance, business sector, and geographic location. The compensation package may include incentive awards linked to performance.

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.