Wealth Planning Strategist

About the role

The Wealth Planning Strategist (WPS) delivers sophisticated financial, estate, and tax planning advisory services to TIAA's highest net worth and most influential clients. The WPS provides thoughtful, appropriate educational guidance tailored to the client's situation, securing client confidence and financial services business. This role serves as a key relationship partner to Wealth Management Advisors by developing and enhancing client relationships through frequent contact and acting as an expert resource on estate and tax planning strategies for high-net-worth individuals. The Wealth Planning Strategist also contributes to the broader organization by providing subject matter expertise through internal and external training, education, and the development of written collateral.

Responsibilities

• Understand a client’s financial situation and personal circumstances while providing thoughtful, appropriate wealth transfer, estate, and tax planning guidance to secure the client’s confidence and financial services business.
• Assist wealth management partners with the delivery of seminar presentations to clients regarding financial, estate, and tax planning strategies.
• Assist with writing or editing tax or planning articles for various TIAA publications.
• Conduct financial, estate, and income tax analysis, assessment, and presentations for high-net-worth clients and other internal Wealth Management/Trust areas.
• Understand features and benefits of TIAA’s products and investment strategies, and stay current on existing and changing regulations and legislative rulings governing product offerings and legal and tax implications of investment decisions.
• Serve as an expert resource for Wealth Management partners on client estate and tax planning strategies for high-net-worth individuals.
• Assist in training Wealth Management, Trust Company, and other segments of the company on sophisticated planning topics and client relationship development plans focused on asset retention and account growth.

Requirements

• 5+ years of estate and tax planning experience, ideally from a law firm or financial services firm serving high-net-worth clients.

Qualifications

Preferred Qualifications

• 7+ years of estate and tax planning experience, ideally from a law firm or financial services firm serving high-net-worth clients.
• JD degree.
• Experience developing or presenting estate and tax planning topics, including publications, written content, or thought leadership contributions.
• Experience reviewing irrevocable trusts, including generation-skipping transfer (GST) tax planning, irrevocable life insurance trusts (ILITs), and charitable planning strategies.
• Proficiency with Microsoft Office Suite, including PowerPoint, Excel, Word, and Outlook.

Related Skills

• Business Development
• Client Relationship Management
• Collaboration
• Consultative Communication
• Continuous Improvement Mindset
• Due Diligence
• Practice Management Strategy
• Prioritizes Effectively
• Quantitative Analysis
• Retirement Planning Selling
• Sales
• TIAA Products/Services Acumen
• Wealth Management

Pay

Base Pay Range: $163,000/yr - $228,000/yr. Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance.

Benefits

The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being of its associates. The Total Rewards package includes a superior retirement program and highly competitive health, wellness, and work-life offerings designed to support the physical, emotional, and financial well-being of associates and their loved ones.