Financial Planning Advisor

CFP Board of Standards Inc.; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 84,000 - 110,000; Full time

Job summary

TIAA is seeking a Financial Planning Advisor to join a client-focused wealth management team. You will partner with senior advisors to identify client goals, analyze financial landscapes, and craft recommendations that align with defined objectives.

You will work to grow the client book through referrals and cross-sell suitable products. Ideal candidates have 3+ years in wealth management or financial planning, with FINRA registrations or the ability to obtain them within 120 days, and a related

Qualifications

• Minimum of 3 years of experience in wealth management, financial planning, or a related advisory role
• FINRA Series 7 and 66 (or Series 63 & 65), or ability to obtain all required licenses within 120 days of start date
• Bachelor's degree in finance, economics, business administration, or a related field; professional designation encouraged

Responsibilities

• Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets
• Develops and implements strategic and tactical plans with strong considerations to client challenges
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans
• Reviews client information, including financial statements, risk investment profile and cash availability
• Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals
• Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance
• Works in a team environment to maintain a book of business and meet or exceed annual sales targets
• Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs
• Seeks advice and guidance from more senior Wealth Management Advisors when faced with issues that are difficult or complex

Skills

Wealth management

Client relationship management

Communication

Sales

TIAA products/services acumen

Wealth due diligence

Collaboration

Consultative communication

Education

Bachelor's degree in finance, economics, business administration, or related field

CFP/CFA/CIMA or active pursuit of designation

University degree preferred

Job description

Financial Planning Advisor

Supported with a robust array of resources and solutions, the Financial Planning Advisor partners with an Executive Wealth Management Advisor as part of a team to identify the financial goals of our clients, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Financial Planning Advisor partners with their team to grow their collective book through client referrals.

Key Responsibilities and Duties

• Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
• Develops and implements strategic and tactical plans with strong considerations to client challenges.
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
• Reviews client information, including financial statements, risk investment profile and cash availability.
• Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.
• Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
• Works in a team environment to maintain a book of business and meet or exceed annual sales targets.
• Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
• Seeks advice and guidance from more senior Wealth Management Advisors when faced with issues that are difficult or complex.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66; All licenses must be obtained within 120 days from start date.

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

7IC

Required Qualifications

• Minimum of 3 years of experience in wealth management, financial planning, or a related advisory role
• FINRA Series 7 and 66 (or a combination of Series 63 & 65), or ability to obtain all required licenses within 120 days of start date

Preferred Qualifications

• 5+ years of experience in wealth management, financial planning, or a related advisory role
• Bachelor's degree in finance, economics, business administration, or a related field
• CFP, CFA, CIMA, or other relevant professional designation, or active pursuit of one
• Demonstrated experience managing client relationships and delivering tailored financial solutions
• Working knowledge of investment products, financial planning principles, and applicable regulatory requirements
• Strong communication and interpersonal skills with the ability to build trust with high-net-worth clients

Related Skills

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

Anticipated Posting End Date

2026-10-21

Base Pay Range

$84,400/yr - $110,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .

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.

Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices here .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: [phone]

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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