Associate Retirement Financial Planner
Charlotte , North Carolina
November 19, 2016
Job Description


Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.


By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success.


For more information about TIAA, visit our website.


Position Summary:
The TIAA Central Advice Group (CAG) writes and supports financial planning for the TIAA Wealth Management Advisor teams. As a member of our planning team, the individual in this role will create high quality, accurate and compliant retirement plans that offer guidance and advice to our Wealth Clients with assets in the $500k-$4 million range.  The Associate Retirement Financial Planner also uses excellent communication skills to provide on demand support to our Wealth Management Advisor teams through via the Advice and Planning Helpdesk support line.

Job Responsibilities: 
  • Primarily work on building and approving low complex retirement reviews for Wealth Management clients while maintaining quality, content and cycle time service level agreements
  • Help advisory team identify most critical client needs and then build, review and approve goal based retirement plans modeled to address client concerns or show comparisons between alternatives when appropriate
  • Provide planning points via email to the advisor to address client concerns and planning considerations
  • Answer 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


Minimum Qualifications:
  • Bachelor’s degree or expected within 6 months
  • Series 7, Series 66 (or 63/65) or ability to obtain in 90 days
Desired Qualifications:
  • 2+ years of related financial planning experience or has completed all the education prerequisites to sit for the comprehensive CFP exam is required.
  • Bachelor’s degree
  • Certified Financial Planner™ certification.  (CFP®)
  • Excellent interpersonal and writing skills to concisely communicate financial concepts in a manner a client or business partner can understand.  
  • Ability to interpret large amounts of complex and/or unique data and make decisions to ensure results are appropriate for the planning situation


Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law


If you need assistance applying due to being visually or hearing impaired, please email Careers Help.
We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.


©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921

A little about us:

Not ready to apply? Join our Talent Network.

Know someone who would be interested in this job? Share it with your network.