Sr Wealth Planning Strategist
Listing sourced from adzuna on 7/24/2026. CVCraft does not host this job; clicking Apply redirects to the source.
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 nee…
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The US national median for Sales Manager is $135,160; in Charlotte the median is $137,863 (+2% vs national).
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