Wealth Planning Strategist

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 for the client's situation aimed at securing the client's confidence and financial services business. Individuals in this position are key relationship partners to Wealth Management Advisors, by developing and enhancing client relationships through frequent contact with all interested parties and by serving as an expert resource on estate and tax planning strategies directed to high-net-worth individuals. The Wealth Planning Strategist contributes to the broader organization by providing subject matter expertise through internal and external training and education, and the development of written collateral.

• Understands a client’s financial situation and personal circumstances, while providing thoughtful, appropriate wealth transfer, estate and tax planning guidance for the client’s situation aimed at securing the client’s confidence and financial services business.
• 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.
• Conducts financial, estate and income tax analysis, assessment and presentations to high net worth clients and to other internal Wealth Management/Trust areas.
• Understands features and benefits of TIAA’s products and investment strategies and Stays current on existing and changing regulations and legislative rulings governing product offerings and legal and tax implications of investment decisions and strategies.
• Serves as an expert resource for Wealth Management partners on client estate and tax planning strategies directed to high net worth individuals.
• 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.

• University (Degree) Preferred

• 5+ Years Required; 7+ Years Preferred

• Physical Requirements: Sedentary Work

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

• 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

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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

Base Pay Range: $163,000/yr - $228,000/yr

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.

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.

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.