Wealth Management Client Relationship Manager
About The Position
Wealth 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. This role requires a curious individual with a knack for uncovering client needs, a willingness to give and receive feedback, and a passion for collaboration. The ideal candidate is motivated by finding solutions, 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. They learn from mistakes, apply learnings to drive performance, and maintain an unwavering work ethic.
Requirements
- 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.
- University (Degree) Preferred
- FINRA Registrations: 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
Nice To Haves
- 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 our clients.
- Build meaningful and long-lasting relationships.
- Support advisors to implement TIAA advice and planning solutions.
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
