Wealth Management Client Relationship Manager
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Frisco • North Carolina • Texas • United States
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Salary
💰 $62,500 - $87,500 per year
About the role
- Manages individual relationships with high-net worth clients across all products and services
- Leads advisory team practice management meetings
- Provides client service and sales support as part of the Wealth Management advisory team
- Guides client on income execution
Requirements
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
- Life and Health Insurance License (Resident State) - Multiple Issuers required
Benefits
- Comprehensive Total Rewards package
- 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 relationship managementteam leadershipclient servicesales supportadvisory skills
Certifications
Series 7Series 63Series 65Series 66Life and Health Insurance License