Director, Wealth Management Coach

TIAA

Director, Wealth Management Coach enabling client-facing associates to provide objective financial advice. Supporting wealth market leaders through coaching and skill development in a collaborative environment.

Posted 6/22/2026full-timeRoseland • New Jersey • 🇺🇸 United StatesLead💰 $155,000 - $167,000 per yearWebsite

About the role

Key responsibilities & impact

Build and maintain close relationships with client facing Wealth Management associates
Coach and motivate client-facing Wealth Management client facing associates
Collaborate with client facing leaders to develop coaching plans
Educate and coach client-facing Wealth Management 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

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

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningcoachingclient relationship management

Soft Skills

communicationleadershipmotivationcollaborationpublic speaking

Certifications

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