Financial Planner (Central Advice Group)
TIAA(28 days ago)
About this role
The Financial Planner in TIAA's Central Advice Group supports wealth management advisors and client-facing associates by producing accurate, compliant financial plans and providing helpdesk guidance. The role operates within the Advice and Planning Helpdesk to assist advisors via email and phone and contributes to department quality standards. Candidates are expected to hold relevant FINRA registrations and CFP certification.
Required Skills
- Financial Planning
- Client Support
- Communication
- Financial Analysis
- Relationship Management
- Planning Tools
- Compliance
- Quality Assurance
- Project Leadership
Qualifications
- University Degree
- Series 7
- Series 63
- Series 65
- Series 66
- Certified Financial Planner (CFP)
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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