Client Relationship Consultant

TIAA

Wealth Management Client Relationship Manager working with Advisors to support high-net worth clients. Fostering relationships and managing client financial goals within a retirement-focused firm.

Posted 5/21/2026full-timeFairfax • North Carolina, Texas, Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $62,500 - $87,500 per yearWebsite

About the role

Key responsibilities & impact

Partner with Wealth Management Advisors in delivering client service
Support high-net worth clients in achieving financial goals
Manage a book of assigned clients and support financial plan implementations
Communicate clearly and succinctly utilizing interpersonal skills
Manage time and resources to provide value to clients

Requirements

What you’ll need

2+ Years Required; 3+ Years Preferred
FINRA Registrations: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
Life and Health Insurance License (Resident State) required within 120 Days
Ability to build meaningful and long-lasting relationships
Strong knowledge of investment solutions and financial planning

Benefits

Comp & perks

Superior retirement program
Highly competitive health, wellness and work-life offerings
Professional development pathways that foster meaningful learning experiences

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment solutionsfinancial planning

Soft Skills

interpersonal skillstime managementresource managementrelationship buildingcommunication

Certifications

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