Sr. Financial Planning Support Specialist

The Financial Planning Support Specialist job provides administrative and operational support to the organization's financial planners and their clients. This job responds to inquiries, changes client assignments in the processing systems, and performs basic research based on segmentation questions. Working under moderate supervision, this job supports dedicated investment advisors and additional client coverage teams while ensuring the high quality, accurate and compliant handling of client data.

Key Responsibilities and Duties

• Collects and organizes all necessary information related to clients' financial situations, including assets, liabilities, income, and expenses, to support financial planners.
• Responds to day-to-day client inquiries related to their investment portfolios, and escalates complex issues as needed.
• Handles complex financial plan pre-builds ensuring accurate modeling and thorough documentation of assumptions.
• Answers questions from financial planners related to specific plans, general operations, or status updates on in-process work with accuracy, objectivity, and professionalism.
• Communicates with clients to provide updates on their investment portfolios and address emerging issues.
• Gathers basic research and data to inform individual financial plans that encompass retirement, tax, and estate planning.
• Manages paperwork and administrative tasks for clients, ensuring that all documentation is completed and filed approrpriately.

Educational Requirements

• High School Preferred

Work Experience

• No Experience Required; 2+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level 3IC

Preferred Qualifications

• 2+ years of prior customer service experience
• Able to communicate both verbally or through written communications with colleagues and Business Partners at various levels to resolve issues in a professional, appropriate, and timely manner
• Able to understand and interpret Financial Statements and Spreadsheets for data entry into financial planning software
• Able to interact with Planning Software such as MoneyGuide Pro and familiarity with Customer Relationship Management applications such as Siebel and Salesforce
• Experience completing quality control reviews

Related Skills

Accountability, Adaptability, Business Acumen, Collaboration, Continuous Improvement Mindset, Critical Thinking, Data-Based Decision Making, Financial Acumen, Financial Analysis, Influence, Relationship Management, Story Telling, Strategic Thinking, TIAA Products/Services Acumen, Variance Analysis

Anticipated Posting End Date:

2026-11-27

Base Pay Range: $28.32/hr - $31.35/hr Actual base salary may vary based upon, but not limited to, 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, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways - because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

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