Director, Wealth Planning Strategies

for TIAA in Pasadena, CA

Job Description

**Description:**

**COMPANY OVERVIEW:**

Since 1918, it has been TIAAs mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. Were dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.

By building a culture that allows all employees to contribute their unique talents and skills, were able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals. We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success * .

For more information about TIAA, visit our website at https://www. tiaa. org/public/why-tiaa/who-we-are .

**POSITION SUMMARY:**

+ Works with assigned Wealth Management partners and/or clients to deliver sophisticated financial, estate and tax planning advisory services for TIAAs highest net worth and most influential clients in a manner that is consistent with the Wealth Planning Specialists processes.

+ Serves as an expert resource for Wealth Management partners on client planning strategies directed to high net worth individuals.

+ Assists wealth management partners with the delivery of seminar presentations to clients regarding financial, estate and tax planning strategies.

+ Assists with the writing or editing of tax or planning articles for various TIAA publications.

+ Assists in training of Wealth Management, Trust Company and other segments of the company on sophisticated planning topics and on client relationship development plans that are focused on asset retention and account growth.

+ Conducts financial, estate and income tax analysis, assessment and presentations to high net worth clients and to other internal Wealth Management/Trust areas.

+ Understands a clients financial situation and personal circumstances, while providing thoughtful, appropriate advice for the clients situation aimed at securing the clients confidence and financial services business.

+ Understands features and benefits of TIAAs products and investment strategies.

+ Stays current on existing and changing regulations and legislative rulings governing product offerings and legal and tax implications of investment decisions and strategies.

**Qualifications:**

**QUALIFICATIONS:**

+ Requires a law degree with an emphasis on tax planning, and minimum of 3 years of experience in providing estate or financial planning services (preferably with significant high net worth client experiences).

+ Position requires advanced capabilities for analyzing and communicating complicated financial and tax concepts in a manner a client can understand and appreciate.

+ Prior experience in high net worth relationship management is beneficial, but not required.

+ Excellent public speaking, interpersonal and writing skills required.

+ Extremely high importance placed on this individuals ability to quickly gain the trust and confidence of our clients as a first-call resource for estate and financial planning matters.

+ Proficiency in use of appropriate research and planning tools. Experience with spreadsheets (Excel), flowchart generation (through PowerPoint or otherwise), and income/estate tax preparation will be beneficial.

+ Must be able to work in a fast paced professional environment and to adapt quickly to rapid changes in technology and procedures periodic travel required for client meetings, training and speaking engagements.

+ Must comply with all regulatory requirements and remain in good standing with regulatory agencies, the bar associations and/or professional boards.

Equal Employment Opportunity is not just the law, its our commitment. Read more about the Equal Employment Opportunity Law at http://www1. eeoc. gov/employers/upload/eeoc_self _print_poster. pdf .

If you need assistance applying due to being visually or hearing impaired, please email Careers Help .

We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

* 2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921

**Job:** Client Services/Sales/Wealth Mgmt

**Primary Location:** CA-Los Angeles

**Req ID:** 1704061

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