Wealth Planning Strategist

TIAA • Frisco, TX

6d • $155,000 - $185,000 • Onsite

About The Position

The Wealth Planning Strategist (WPS) delivers sophisticated financial, estate, and tax planning advisory services to TIAA's highest-net-worth and most influential clients. The role provides situation-appropriate educational guidance intended to build client confidence and secure financial services business. WPSs are key relationship partners to Wealth Management Advisors, developing and enhancing client relationships through frequent contact with interested parties and serving as expert resources on estate and tax planning strategies for high-net-worth individuals.

The WPS also contributes subject-matter expertise to the broader organization through internal and external training, education, and written collateral. The position conducts financial, estate, and income tax analysis, assessments, and presentations for high-net-worth clients and internal Wealth Management and Trust areas. It also supports seminar presentations, publication content, and training on sophisticated planning topics and client relationship development focused on asset retention and account growth.

This is a multi-seat posting with three roles to fill. The anticipated posting end date is December 28, 2026. The base pay range is $155,000 to $185,000 per year. Actual base salary may vary based on factors including relevant experience, time in role, internal peer salaries, prior performance, business sector, and geographic location. The compensation package may also include participation in performance-linked incentive programs, depending on the role.

Requirements

• At least 5 years of estate and tax-planning experience, ideally at a law firm or financial-services firm serving high-net-worth clients.
• University degree preferred.
• Proficiency with Microsoft Office Suite, including PowerPoint, Excel, Word, and Outlook.

Nice To Haves

• At least 7 years of estate and tax-planning experience, ideally at a law firm or financial-services firm serving high-net-worth clients.
• Juris Doctor (JD) degree.
• Experience developing or presenting estate and tax-planning topics, including publications, written content, or thought-leadership contributions.
• Experience reviewing irrevocable trusts, including generation-skipping transfer (GST) tax planning, irrevocable life insurance trusts (ILITs), and charitable-planning strategies.

Responsibilities

• Understand clients’ financial situations and personal circumstances and provide appropriate wealth-transfer, estate, and tax-planning guidance.
• Assist Wealth Management partners with delivering seminars to clients on financial, estate, and tax-planning strategies.
• Assist with writing or editing tax or planning articles for TIAA publications.
• Conduct financial, estate, and income-tax analysis and assessments, and present findings to high-net-worth clients and internal Wealth Management and Trust areas.
• Understand TIAA product and investment-strategy features and benefits, and stay current on regulations and legislative rulings affecting product offerings and the legal and tax implications of investment decisions and strategies.
• Serve as an expert resource for Wealth Management partners on estate and tax-planning strategies for high-net-worth individuals.
• Assist with training Wealth Management, Trust Company, and other company segments on sophisticated planning topics and client relationship development plans focused on asset retention and account growth.

Benefits

• Comprehensive Total Rewards package.
• Superior retirement program.
• Competitive health, wellness, and work-life offerings.
• The compensation package may include performance-linked incentive programs, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior