Wealth Management Client Relationship Manager
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Philadelphia • North Carolina • Pennsylvania • United States
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Salary
💰 $62,500 - $87,500 per year
About the role
- 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.
- managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
- communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
- Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
Requirements
- University (Degree) Preferred
- 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
interpersonal communicationrelationship buildingclient serviceoperational leadership
Certifications
Series 7Series 63Series 65Series 66Life and Health Insurance License