CFP Financial Planner — Build Client-Focused Plans
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Teachers Insurance and Annuity Association of America seeks a Financial Planner to support wealth management advisors with high-quality, compliant financial plans. The role requires intermediate communication skills to assist advisors via Helpdesk services by email and phone.
Responsibilities include preparing plans, addressing client concerns, reviewing adviser outputs, and may lead small projects. Requires CFP at hire and 2+ years in wealth planning;
Bachelor’s preferred.
This role, CFP Financial Planner — Build Client-Focused Plans at Teachers Insurance and Annuity Association of America, could be your next move.
The position is based in Charlotte, NC, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 74.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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