Client Relationship Consultant
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • 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
- operationally leads Wealth Management advisory teams
- managing the responsibilities for a book of assigned clients
- supporting the implementation of financial plan recommendations
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)
- University (Degree) Preferred
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 serviceoperational leadershipteam management
Certifications
Series 7Series 63Series 65Series 66Life and Health Insurance License