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Financial Planning Specialist – Wealth Management Support
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-05-31
Listing for:
TIAA
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
TIAA is seeking a Financial Planner within the Central Advice Group to support wealth management advisors and prepare high-quality financial plans. The role involves responding to client inquiries and collaborating with advisory teams to address client needs.
Candidates should ideally have a university degree and relevant CFP certifications. This role is pivotal in providing guidance that helps clients achieve their financial goals. The position offers a base salary range from $74,300 to $90,000 annually, depending on experience.
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