TIAA · 4 hours ago
Senior Financial Planner (Central Advice Group)
Dallas, TX
Full-time
Onsite
Mid, Senior Level
$85K/yr - $110K/yr
3+ years expTIAA is a market-leading retirement company founded to help educators retire with dignity. The Senior Financial Planner is responsible for writing and supporting financial plans for wealth management advisors, providing on-demand support, and coaching advisors to address client concerns.
FinanceFinancial ServicesLife Insurance
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
Qualification
Required
3+ Years Required
Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Preferred
University (Degree) Preferred
5+ Years Preferred
Benefits
A 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
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