Wealth Management Client Relationship Manager - Guided Advice

Key Responsibilities And Duties

• Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
• Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.
• Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.
• Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
• Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).
• Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs.
• Identifies sales and asset retention opportunities.
• Captures sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
• Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services.

Educational Requirements

University (Degree) Preferred

Work Experience 2+ Years Required; 3+ Years Preferred

FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66

Licenses and Certifications

• Life and Health Insurance License (Resident State) - Multiple Issuers required

Physical Requirements

Sedentary Work

Career Level

6IC Required: 2+ years of financial services experience
Series 7, 66 (or 63 & 65), and Life and Health Insurance License completed within 120 days of start date

Preferred: 3+ years of financial services experience
Series 7 and 66 (or 63 & 65) completed
Life and Health Insurance License completed

Related Skills

• Business Development
• Client Relationship Management
• Collaboration
• Consultative Communication
• Continuous Improvement Mindset
• Due Diligence
• Practice Management Strategy
• Prioritizes Effectively
• Quantitative Analysis
• Selling
• Sales
• TIAA Products/Services Acumen
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