Wealth Management Client Relationship Manager

TIAA•Frisco, TX

1d•$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 fulfill client dreams. The ideal candidate is deeply curious, skilled in uncovering client needs, and adept at giving and receiving constructive feedback. They understand the value of collaboration, possess an entrepreneurial mindset focused on growth, and take pride in their knowledge of investment solutions and financial planning. This role thrives in an environment of empowerment and accountability, valuing continuous learning, an unwavering work ethic, and the ability to learn from mistakes to drive performance.

Requirements

2+ years of financial services experience.
Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.

Nice To Haves

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

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.