Wealth Management, Client Relationship Manager

TIAA•Frisco, TX

2d•Onsite

About The Position

Wealth Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help them grow their practice through referrals, ultimately delivering financial solutions that fulfill client aspirations. This role requires a curious individual with a knack for uncovering client needs, who values constructive feedback, and excels at leveraging collective skills for common goals. The ideal candidate is motivated by solutions, possesses an entrepreneurial mindset for growth, takes pride in their investment knowledge and financial planning understanding, and thrives in an empowered, accountable environment with an unwavering work ethic.

Requirements

University (Degree) Preferred
2+ Years Required Work Experience
FINRA Registrations: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Sedentary Work Physical Requirements

Nice To Haves

3+ Years Preferred Work Experience

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 clients.
Builds meaningful and long-lasting relationships.
Supports advisors to implement TIAA advice and planning solutions.