What are the responsibilities and job description for the Associate, Financial Planner position at TIAA?
Associate Financial Planner
The Associate Financial Planner job is a member of the TIAA Central Advice Group (CAG) which writes and supports financial planning for TIAA Wealth Management Advisors, Advisory Consultants, and other client-facing associates. This role creates high quality, accurate, and compliant financial plans. The role also contributes to the quality and accuracy of financial plans built by client-facing associates.
Key Responsibilities and Duties
Career Level
5IC
Required:
The Associate Financial Planner job is a member of the TIAA Central Advice Group (CAG) which writes and supports financial planning for TIAA Wealth Management Advisors, Advisory Consultants, and other client-facing associates. This role creates high quality, accurate, and compliant financial plans. The role also contributes to the quality and accuracy of financial plans built by client-facing associates.
Key Responsibilities and Duties
- Builds and approves low complex financial plans for Wealth Management clients while maintaining quality, content, and cycle time service level agreements.
Assists advisory team to identify most critical client needs and then builds, reviews, and approves goal-based financial plans modeled to address client concerns or show comparisons between alternatives, when appropriate.
Provides planning points via email to the advisor to address client concerns and planning considerations.
Responds to questions for Advisors pertaining to specific plans, general planning questions, or status updates on in process work, during scheduled shifts on 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.
- University (Degree) Preferred
- No Experience Required
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Physical Requirements: Sedentary Work
Career Level
5IC
Required:
- Series 7 and 63/65 or 66 within 120 days of start date
Preferred:
- Passed CFP Exam - or progress towards completing CFP courses
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).
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Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
Benefits and Total Rewards
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. To learn more about your benefits, please review our
Benefits Summary
.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law
here
.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email:
accessibility.support@tiaa.org
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.Salary : $27
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