Wealth Management Client Relationship Manager
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Arizona • Texas • United States
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Salary
💰 $79,800 - $94,200 per year
About the role
- Manages and grows individual relationships with high-net worth and complex clients across all products and services
- Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
- Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
Requirements
- 3+ Years Required; 5+ Years Preferred in financial services experience
- Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
- University (Degree) Preferred
Benefits
- comprehensive Total Rewards package
- highly competitive health, wellness and work life offerings
- superior retirement program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship managementclient guidancesales cycle managementaccuracy review
Certifications
Series 7Series 66life insurance licensehealth insurance license