Financial Planner (Central Advice Group)

TIAA; Frisco (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial services organization seeks a Financial Planner to prepare and support financial planning for wealth management advisors. The role involves creating high-quality, compliant financial plans and providing support via the Advice and Planning Helpdesk. Candidates should have a university degree, relevant experience, and necessary certifications such as CFP. This position is an excellent opportunity for professionals looking to advance in the financial planning industry.

Qualifications

• 2+ years of relevant experience in financial planning.
• Certified Financial Planner (CFP) certification required upon hire.
• Experience with desktop planning tools.

Responsibilities

• Prepares financial plans and assists wealth management advisory teams.
• Provides planning points and responds to queries from financial advisors.
• Reviews and contributes to high-quality financial plans.

Skills

Communication

Financial Planning

Client Needs Assessment

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 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.

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 which 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 in process work, during scheduled shifts of the Advice and Planning Help desk, 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

• SRC Indicator: 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

• Physical Requirements: Sedentary Work

Career Level
6IC