Director, Wealth Management Coach

TIAA

Director of Wealth Management Coaching at TIAA facilitating comprehensive financial advice for clients and coaching financial advisors. Engaging in planning and skill development for wealth management.

Posted 5/6/2026full-timeSan Diego • California • 🇺🇸 United StatesLead💰 $160,000 - $170,000 per yearWebsite

About the role

Key responsibilities & impact

Enable client facing Wealth Management associates to provide objective and comprehensive advice
Engage in planning, one-on-one and group coaching with advisors
Build and maintain close relationships with client facing Wealth Management associates
Coach and motivate client-facing Wealth Management associates to meet comprehensive goals of clients

Requirements

What you’ll need

5+ Years Required; 7+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State) - Multiple Issuers required

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

coachingrelationship buildingmotivational skillsplanningadvisory skills

Certifications

Series 7Series 63Series 65Series 66Life and Health Insurance License