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Wealth Management Client Relationship Manager
TIAAWealth Management Client Relationship Manager at TIAA supporting high-net worth clients with financial solutions. Collaborating with advisors to deepen client relationships and achieve financial goals.
Posted 5/19/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $62,500 - $87,500 per yearWebsite
About the role
Key responsibilities & impact- Partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
- Manages responsibilities for a book of assigned clients and supports implementation of financial plan recommendations
- Builds meaningful relationships while supporting advisors to implement TIAA advice and planning solutions
Requirements
What you’ll need- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Benefits
Comp & perks- Comprehensive Total Rewards package
- Competitive health, wellness and work life offerings
- Superior retirement program
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Soft Skills
client servicerelationship buildingsupporting advisors
Certifications
Series 7Series 63Series 65Series 66Life and Health Insurance License