TIAA · 1 day ago
Financial Planner - Central Advice Group
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
$74K/yr - $90K/yr
2+ years expTIAA is a market-leading retirement company that has been delivering financial security for over 100 years. The Financial Planner within the Central Advice Group is responsible for writing and supporting financial planning for wealth management advisors and providing on-demand support through the Advice and Planning Helpdesk Services.
FinanceFinancial ServicesLife Insurance
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
Qualification
Required
University (Degree) Preferred
2+ Years Required; 3+ Years Preferred
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire
Physical Requirements: Sedentary Work
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
Company data provided by crunchbase