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Jobs · Consulting · North Carolina

WM Client Relationship Consultant

TIAA · Charlotte, NC · 2 wk ago
HybridConsulting$63k–$88k/yrFull-time

About the role

At TIAA, Wealth Client Relationship Managers partner with Wealth Management Advisors to deepen client relationships and support financial growth through referrals. Ideal candidates are deeply curious, give and receive constructive feedback, and have a strong understanding of investment solutions and financial planning.

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 efficiently, leveraging interpersonal skills and relationship building.
  • Build meaningful relationships with clients and advisors, promoting TIAA advice and planning solutions.
  • Ensure all necessary licenses and registrations are obtained within 120 days of starting the role.

Requirements

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

Qualifications

  • Deeply curious with a demonstrated ability to understand client needs.
  • Exhibits giving and receiving constructive feedback.
  • Skilled in bringing 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

  • Competitive base pay range: $62,500/yr - $87,500/yr.
  • Annual discretionary incentive programs and other non-annual incentive plans.
  • Comprehensive Total Rewards package including a superior retirement program and health, wellness, and work-life offerings.

Pay

Base Pay Range: $62,500/yr - $87,500/yr.

Schedule

Flexible schedule to accommodate client needs.

Company Overview

TIAA is a market-leading retirement company that delivers for millions of people. Founded to help educators retire with dignity, we now serve millions of clients and fight harder than ever to ensure a secure financial future for all.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

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

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, click here. For applicants of TIAA Global Capabilities, click here. For applicants of Nuveen residing in Europe and APAC, click here.

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