Financial Planning Specialist

4 days ago


Phoenix, Arizona, United States Teachers Insurance and Annuity Association - TIAA Full time

Job Summary:

Counsels clients on their pension plans, tax-deferred annuities, and other available investment options to help them retain and increase their assets. Educates, recommends, and facilitates new product purchases, including retail mutual funds.

Key Responsibilities:

  • Provides expert guidance on pension plans and tax-deferred annuities to clients.
  • Assesses clients' financial situations and develops personalized investment strategies.
  • Recommends and facilitates the purchase of new investment products, including retail mutual funds.
  • Stays up-to-date on industry trends and regulatory changes to ensure clients receive the best possible advice.
  • Collaborates with other professionals to provide comprehensive financial planning services.

About TIAA:

Teachers Insurance and Annuity Association - TIAA is a leading provider of financial services for the education, healthcare, and non-profit sectors. Our mission is to help our clients achieve their financial goals and secure their financial futures.


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