Financial Planner (Central Advice Group)

TIAA • Frisco, TX

3d

About The Position

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 Certifications Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required at the time of application Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC NOTE: We are hiring for two positions. Candidates must possess CFP or be close to completion of exam/certification at the time of application. Thank you.

Requirements

• 2+ Years Required
• Series 7
• Series 63
• Series 65
• Series 66
• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required at the time of application

Nice To Haves

• University (Degree) Preferred
• 3+ Years Preferred

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees