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Jobs · Finance · Pennsylvania

Wealth Management Client Relationship Consultant

TIAA · St Clair, PA · Yesterday
HybridFinance$71k–$81k/yrFull-time

About the role

At TIAA, Wealth Client Relationship Managers partner with Wealth Management Advisors to deepen client relationships and help them achieve their financial goals.

Responsibilities

  • Operate as a leader for Wealth Management advisory teams to support high-net-worth clients.
  • Manage a portfolio of assigned clients, implementing financial plan recommendations and coordinating asset consolidation.
  • Communicate with clients and advisors to ensure clear and effective delivery of financial solutions.
  • Build and maintain long-term relationships with clients, supporting advisors in providing TIAA advice and planning solutions.
  • Obtain necessary licenses and registrations within 120 days of starting the position.

Requirements

  • University degree preferred.
  • 2+ years of work experience, 3+ years preferred.
  • FINRA registrations: Series 7, Series 63, Series 65, Series 66.
  • Licenses and certifications: Life and Health Insurance License (Resident State).

Qualifications

  • Deeply curious with a demonstrated ability to understand client needs.
  • Giving and receiving constructive feedback.
  • Ability to bring people together to achieve common goals.
  • Motivated by problem-solving and solution-finding.
  • Takes pride in knowledge of investment solutions and financial planning.
  • Empowered and accountable, learning from mistakes and applying lessons to improve performance.

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.
  • Understanding of Wealth Management.

Benefits

The competitive compensation package may include an incentive program linked to performance, such as annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans. Other benefits include a superior retirement program and highly competitive health, wellness, and work-life offerings.

Pay

$71,300/yr - $80,500/yr

Schedule

N/A

Company Overview

TIAA is a market-leading retirement company that delivers secure retirement for millions of people. Founded to help educators retire with dignity, TIAA now serves a wide range of clients. The company is committed to evolving to meet future challenges and equips its associates with future-focused skills and AI tools to advance its mission. TIAA thrives in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results.

Accessibility Support

TIAA offers support for those who need assistance with the online application process to ensure equal employment opportunities for all candidates.

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

For applicants of TIAA, Nuveen, and affiliates residing in the US (excluding California), click here. For applicants of TIAA, Nuveen, and affiliates residing in California, please click here. For applicants of TIAA Global Capabilities, click here. For applicants of Nuveen residing in Europe and APAC, please click here.

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