Job Description
**Senior Wealth Planning Strategist**
The Senior Wealth Planning Strategist serves as a subject matter authority and thought leader within the Wealth Planning organization, delivering highly complex financial, estate, and tax planning solutions to TIAA's most sophisticated and high-net-worth clients. This role offers guidance on the most complex client scenarios, while proactively identifying emerging planning opportunities and bringing forward innovative strategies that address evolving client needs. Additionally, this job contributes meaningfully to the tactical and strategic direction of the Wealth Planning function to position TIAA as a leader in sophisticated wealth planning.
**Key Responsibilities and Duties**
+ Delivers sophisticated financial, estate, and tax planning advisory services to TIAA's highest net worth and most influential clients, serving as the premier expert resource for Wealth Management partners on advanced and complex planning strategies.
The Senior Wealth Planning Strategist serves as a subject matter authority and thought leader within the Wealth Planning organization, delivering highly complex financial, estate, and tax planning solutions to TIAA's most sophisticated and high-net-worth clients. This role offers guidance on the most complex client scenarios, while proactively identifying emerging planning opportunities and bringing forward innovative strategies that address evolving client needs. Additionally, this job contributes meaningfully to the tactical and strategic direction of the Wealth Planning function to position TIAA as a leader in sophisticated wealth planning.
**Key Responsibilities and Duties**
+ Delivers sophisticated financial, estate, and tax planning advisory services to TIAA's highest net worth and most influential clients, serving as the premier expert resource for Wealth Management partners on advanced and complex planning strategies.