Wealth Management Client Relationship Manager

TIAA•Frisco, TX

2d•$62,500 - $87,500•Onsite

About The Position

Wealth Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and grow their practice through referrals, delivering financial solutions that ignite client dreams. The role requires curiosity, constructive feedback skills, a collaborative mindset, an entrepreneurial spirit for growth, pride in investment knowledge and financial planning understanding, and an empowered, accountable, and ethical work ethic.

Requirements

University (Degree) Preferred
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 within 120 Days
Physical Requirements: Sedentary Work
Career Level 6IC
Required: 2+ years of financial services experience.
Series 7, 66 (or 63 and 65), and life and health insurance licenses completed within 120 days of start date.

Nice To Haves

Preferred: 3+ years of financial services experience.
Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.

Responsibilities

Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
Operationally lead Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
Manage responsibilities for a book of assigned clients.
Support the implementation of financial plan recommendations.
Coordinate asset consolidation.
Communicate clearly and succinctly, utilizing interpersonal communication and relationship building skills.
Manage time and resources efficiently and effectively to bring compounding value and excellence to clients.
Build meaningful and long-lasting relationships.
Support advisors to implement TIAA advice and planning solutions.