Senior Financial Planner (Central Advice Group)

TIAA; Frisco (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading financial services company seeks a Senior Financial Planner to create high-quality financial plans while supporting wealth management advisory teams. The successful candidate will have experience in financial planning, strong communication skills, and the ability to coach advisors, ensuring clients receive exemplary service.

Qualifications

• University degree preferred.
• CFP required upon hire.
• 3+ years of relevant experience.

Responsibilities

• Prepares financial plans for clients while maintaining quality and service levels.
• Coaches Advisors on planning processes and responds to inquiries.
• Delivers content to financial planner peers and advisory teams.

Skills

Communication skills

Financial planning

Coaching

Problem-solving

Education

University degree

Certified Financial Planner (CFP)

Job description

Sr. Financial Planner
The Senior Financial Planner writes and supports financial planning for Wealth Management Advisors, Advisory Consultants, and other client-facing associates. Working under limited supervision, 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.
• Provides planning points via coaching calls or emails to the advisor to address client concerns and planning considerations.
• Works with advisors 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.
• Coaches Advisors to use planning to grow and provides feedback regarding the progress of new Advisors (positive or constructive).
• Answers questions for Advisors pertaining to specific plans, general planning questions or status updates on in process work, during scheduled shifts on the Advice and Planning help desk, with accuracy, objectivity and professionalism.
• Develops and delivers content to financial planner peers and advisory teams.
• Responds to inquiries from advisors and business partners regarding specific financial planning topics.

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

Licenses and Certifications

• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC