Account Manager
Yes Energy
Wealth Management Client Relationship Manager
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • District of Columbia, Maryland, North Carolina, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $62,500 - $87,500 per year
Job Level
JuniorMid-Level
About the role
- 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, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
- Build meaningful and long-lasting relationships while supporting advisors to implement TIAA advice and planning solutions.
Requirements
- 2+ Years Required; 3+ Years Preferred
- University (Degree) Preferred
- FINRA Registrations: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State) required within 120 Days
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness and work life offerings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client servicerelationship buildingteam leadershipfinancial planning support
Certifications
Series 7Series 63Series 65Series 66Life and Health Insurance License
