Director, Wealth Management Coach

TIAA

Director, Wealth Management Coach enabling associates to provide financial advice while building relationships and coaching teams. Focused on planning and collaborative interaction to drive results.

Posted 5/28/2026full-timeHackensack • New Jersey • 🇺🇸 United StatesLead💰 $160,000 - $170,000 per yearWebsite

About the role

Key responsibilities & impact

Enable client facing Wealth Management client facing associates to provide objective advice
Build and maintain close relationships with client facing Wealth Management associates
Coach and motivate client-facing associates to meet comprehensive client goals
Educate and coach associates on TIAA’s solutions
Participate as a keynote speaker at client seminars
Act as a subject matter expert in financial planning concepts

Requirements

What you’ll need

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

Benefits

Comp & perks

comprehensive Total Rewards package
superior retirement program
highly competitive health, wellness and work life offerings
professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningobjective advicecoachingrelationship management

Soft Skills

communicationmotivationeducationpublic speaking

Certifications

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