Wealth Management Client Relationship Manager
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 through referrals and financial planning solutions.
Responsibilities
- Operate under moderate supervision to lead Wealth Management advisory teams.
- Manage a book of assigned clients, implementing financial plan recommendations and coordinating asset consolidation.
- Communicate clearly and build relationships with clients.
- Manage time and resources to deliver exceptional client service.
- Support advisors in implementing TIAA advice and planning solutions.
Requirements
- Obtain necessary licenses and registrations within 120 days of starting the role.
- Have 2+ years of work experience, with 3+ years preferred.
- Hold FINRA registrations including Series 7, Series 63, Series 65, and Series 66.
- Have a Life and Health Insurance License (responsible state).
Qualifications
- University degree preferred.
- Deeply curious with a demonstrated ability to understand client needs.
- Give and receive constructive feedback.
- Unlock the value of collaboration and teamwork.
- Motivated by problem-solving and solution-finding.
- Take 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
- Financial Planning
Benefits
The competitive compensation package includes a base pay range of $35.00/hr - $37.50/hr, and may include an incentive program linked to performance. Additional benefits include a superior retirement program and highly competitive health, wellness, and work-life offerings.
Pay
$35.00/hr - $37.50/hr
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 is now focused on fighting harder than ever before for our clients and the many Americans who need us. Our culture of impact guides us to evolve and meet tomorrow's challenges, equipping our associates with future-focused skills and AI tools to advance our mission.
Accessibility Support
TIAA offers support for those who need assistance with our online application process.
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices
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