Associate Financial PlannerThe Associate Financial Planner is responsible for writing and supporting financial planning for the organization's Wealth Management Advisors, Advisory Consultants, and other client-facing associates. Working under close supervision, this role creates high quality, accurate, and compliant financial plans and 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.
Educational Requirements- University (Degree) Preferred
Work ExperienceFINRA Registrations- SRC Indicator: Series 7; Series 63; Series 65; Series 66
Physical Requirements- Physical Requirements: Sedentary Work
Career Level 5IC
Preferred experience to include:
- Analytical mindset; experience with financial planning tools or calculators
- Solid interpersonal skills, adept at communicating and collaborating
- Desire to assist TIAA’s Wealth Management Advisors in the creation of their financial plans (or consulting with Wealth Management Advisors, Wealth Advisors and Client Relationship Managers to obtain data from Wealth Management Advisors in partnership with Financial Planners to create Financial Plans)
- Results oriented, reputation for focus on quality and accuracy in work product
- Bachelors’ Degree preferred
- Progress towards CFP preferred, not required
Related Skills
Accountability, Adaptability, Business Acumen, Collaboration, Continuous Improvement Mindset, Critical Thinking, Data-Based Decision Making, Financial Acumen, Financial Analysis, Influence, Relationship Management, Story Telling, Strategic Thinking, TIAA Products/Services Acumen, Variance Analysis
Anticipated Posting End Date:
2026-10-30
Base Pay Range: $33.65/hr - $47.26/hr
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).
