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Wealth Planning Specialist for Advisors

$74.3k - $90k

TIAA Financial Services

TIAA is seeking a Financial Planner to support the Central Advice Group. The role involves preparing high-quality financial plans and assisting wealth management teams in addressing client needs through direct support via email and phone. The ideal candidate will have a university degree and at least 2 years of experience, along with required FINRA registrations (Series 7, 63, 65, 66) and CFP certification upon hire. This position offers a base salary range of $74,300 to $90,000 per year, dependent on experience. #J-18808-Ljbffr TIAA

Vacancy posted 12 hours ago
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