Wealth Management Client Relationship Manager
TIAA
full-time
Posted on:
Location Type: Office
Location: Frisco • North Carolina, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $62,500 - $87,500 per year
Job Level
JuniorMid-Level
About the role
- partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
- managing the responsibilities for a book of assigned clients
- supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
Requirements
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Benefits
- 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 servicecommunicationcoordination
Certifications
Series 7Series 63Series 65Series 66Life and Health Insurance License