Financial Planner - Central Advice Group

TIAA • Charlotte, NC

4d

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 Licenses and Certifications Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC NOTE: Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required at the time of application Related Skills Accountability, Adaptability, Business Acumen, Collaboration, Continuous Improvement Mindset, Critical Thinking, Data-Based Decision Making, Financial Acumen, Financial Analysis, Influence, Relationship Management, Story Telling, Strategic Thinking, TIAA Products/Services Acumen, Variance Analysis Anticipated Posting End Date: 2026-03-28 Base Pay Range: $74,300/yr - $90,000/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).

Requirements

• 2+ Years Required
• Series 7
• Series 63
• Series 65
• Series 66
• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire
• Accountability
• Adaptability
• Business Acumen
• Collaboration
• Continuous Improvement Mindset
• Critical Thinking
• Data-Based Decision Making
• Financial Acumen
• Financial Analysis
• Influence
• Relationship Management
• Story Telling
• Strategic Thinking
• TIAA Products/Services Acumen
• Variance Analysis

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.

What This Job Offers

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