Director, Wealth Management Coach - San Diego, CA
About The Position
The Director, Wealth Management Coach enables client-facing Wealth Management associates to provide objective, comprehensive advice across the full financial spectrum, aligned with clients’ long-term interests. The role requires understanding clients’ unique financial objectives through the client engagement model and involves planning, one-on-one and group coaching with advisors, and collaborative interaction with clients. It supports wealth market leaders in delivering comprehensive planning and financial solutions through coaching, skill development, and effective practice management.
Requirements
- At least 5 years of work experience required.
- Series 7, Series 63, and Series 65 or Series 66 FINRA registrations (SRC Indicator).
- Life and Health Insurance License in the resident state; multiple issuers required.
Nice To Haves
- University degree preferred.
- At least 7 years of work experience preferred.
Responsibilities
- Build and maintain close relationships with client-facing Wealth Management associates.
- Coach and motivate associates to meet clients’ comprehensive goals by identifying productivity enhancements and sharing best practices with the team.
- Collaborate with client-facing leaders to develop coaching plans that influence behaviors supporting client-centric, comprehensive sales practices and results.
- Educate and coach associates on TIAA solutions and tools within the framework of TIAA’s Client Engagement Model.
- Participate as a keynote speaker at client seminars as needed, and join client meetings to coach or demonstrate coaching to associates.
- Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support associates.
Benefits
- Superior retirement program.
- Competitive health, wellness, and work-life offerings.
- Compensation may include participation in an incentive program linked to performance, depending on the role.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
