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 fulfill clients' aspirations. This role requires a curious individual with a knack for uncovering client needs, a willingness to give and receive feedback, and a talent for leveraging collective skills to achieve common goals. 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, learning from mistakes to drive performance with 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
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
- 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
- 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.
- Obtain all licenses and registrations within 120 days from start date.
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
