Wealth Management Client Relationship Manager

TIAA•Frisco, TX

10d•$71,300 - $80,500•Onsite

About The Position

Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and grow their practice through referrals, ultimately delivering financial solutions that help clients achieve their dreams. The ideal candidate is deeply curious, skilled in giving and receiving feedback, adept at leveraging collective skills for a common purpose, possesses an entrepreneurial mindset focused on growth, takes pride in their knowledge of investment solutions and financial planning, and thrives in an environment of empowerment and accountability with an unwavering work ethic.

Requirements

2+ years of experience building and maintaining client relationships, preferably with high-net-worth individuals or in a financial services environment.
Required to have FINRA registrations Series 7, Series 66 or Series 63 and Series 65 and Life & Health Insurance License within 120 days of start date.
Understanding of investment products, financial planning concepts, and wealth management solutions.
Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.

Nice To Haves

3+ years in wealth management, financial advisory support, or client service roles within the financial services industry
University (Degree) Preferred

Responsibilities

Partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
Operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
Manages responsibilities for a book of assigned clients.
Supports the implementation of financial plan recommendations.
Coordinates asset consolidation.
Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
Obtains all required licenses and registrations within 120 days from start date.