Nuveen US | Financial Planner - Central Advice Group

Key responsibilities and duties

• The Financial Planner job within the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, financial advisory consultants and other client-facing associates.
• This job creates high quality, accurate, and compliant financial plans and uses intermediate-level communication skills to provide on demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services through email and phone support lines.
• Prepares financial plans for Wealth Management clients while maintaining quality, content, and cycle time service level agreements.
• Provides planning points via email to financial advisory consultants to address client concerns and planning considerations.
• Assists and supports wealth management advisory teams in their use of desktop planning tools.
• Contributes to department and company quality standards by reviewing plans built by wealth management advisors and other client-facing associates.
• Assists teams within wealth management advisory services to identify the most critical client needs and builds, reviews, and approves goal based financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate.
• Responds to questions from wealth management advisors pertaining to specific plans, general planning questions or status updates on in process work, during scheduled shifts of the Advice and Planning Help desk, with accuracy, objectivity, and professionalism.

Requirements

• Certified Financial Planner Board of Standards required Upon Hire.

Nuveen

Nuveen traces its origin to 1898, when John Nuveen Sr. founded John Nuveen and Company in Chicago, an investment banking firm specialising in municipal bonds. It later grew into a broad investment manager offering mutual funds, closed-end funds, private equity, real estate and separately managed accounts, with particular strength in fixed income and municipal bonds. Madison Dearborn Partners owned it from 2007 to 2014, after which it became part of TIAA, which remains its parent. Today it has major offices in Chicago, New York and Charlotte.

• Industry: Investment management: fixed income, municipal bonds, real estate, private markets and other strategies; asset manager of TIAA
• Headquarters: United States, with major offices in Chicago, New York and Charlotte (wholly owned by TIAA)