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Financial Planner
TIAAFinancial Planner supporting wealth management advisory teams by preparing and overseeing financial plans. Collaborating with advisors to address client needs while maintaining compliance standards.
Posted 5/19/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $74,300 - $90,000 per yearWebsite
About the role
Key responsibilities & impact- Writes and supports financial planning for wealth management advisors
- Prepares financial plans for Wealth Management clients
- Assists teams within wealth management to identify critical client needs
Requirements
What you’ll need- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire
Benefits
Comp & perks- superior retirement program
- highly competitive health, wellness and work life offerings
ATS Keywords
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Certifications
Series 7Series 63Series 65Series 66Certified Financial Planner (CFP)