Senior Financial Planner – Central Advice Group
| Company | TIAA |
|---|---|
| Location | Dallas, TX, USA, Charlotte, NC, USA |
| Salary | $72400 – $113000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- University (Degree) Preferred
- 3+ Years Required; 5+ 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
Responsibilities
- Prepares financial plans for Wealth Management clients while maintaining quality, content, and cycle time service level agreements.
- Provides planning points via coaching calls or emails to the advisor to address client concerns and planning considerations.
- Works with advisors 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.
- Coaches Advisors to use planning to grow and provides feedback regarding the progress of new Advisors (positive or constructive).
- Answers 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.
- Develops and delivers content to financial planner peers and advisory teams.
- Responds to inquiries from advisors and business partners regarding specific financial planning topics.
Preferred Qualifications
- 5+ Years Preferred