Wealth Planning Specialist for Advisors

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

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.