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Wealth Planning Strategist at TIAA - ApplyBlast

Wealth Planning Strategist

TIAA

2 months ago

3.6 on Glassdoor

Charlotte, North Carolina, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Planning Strategist delivers sophisticated financial, estate, and tax planning advisory services to TIAA's highest net‑worth clients, acting as a key relationship partner to Wealth Management Advisors. The role involves providing expert guidance, conducting analyses and presentations, and supporting training and educational initiatives.

Responsibilities

Provide estate and tax planning guidance to high‑net‑worth clients
Deliver seminar presentations on financial, estate, and tax strategies
Serve as expert resource and train wealth management partners

Skills

Qualifications

JD degree

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.