Wealth Management Client Relationship Manager
TIAA
full-time
Posted on:
Location Type: Office
Location: Charlotte • New York • North Carolina • United States
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Salary
💰 $62,500 - $87,500 per year
About the role
- Partner with Wealth Management Advisors in delivering client service
- Support high-net worth clients in achieving financial goals
- Manage responsibilities for a book of assigned clients
- Support the implementation of financial plan recommendations
Requirements
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations Series 7, Series 63, Series 65, Series 66 required within 120 Days
- Life and Health Insurance License (Resident State) required within 120 Days
- Understanding of investment products, financial planning concepts, and wealth management solutions.
Benefits
- Health, wellness, and work life offerings
- Comprehensive Total Rewards package
- Superior retirement program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment productswealth management solutions
Soft Skills
client servicecommunication
Certifications
FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Life and Health Insurance License