Wealth Planning Specialist for Advisors

TIAA; Dallas (TX); Presencial; USD 74.300 - 90.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

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

Conocimientos

Financial planning

Client communication

Wealth management

Goal-based planning

Educación

University degree

Descripción del empleo

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.