Director, Wealth Management Coach

TIAA

Director, Wealth Management Coach at TIAA empowering associates with financial advice and solutions. Driving results through coaching and skill development in a collaborative environment.

Posted 7/1/2026full-timeHackensack • New Jersey, New York • 🇺🇸 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 to meet comprehensive goals.
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, as needed.

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
Life and Health Insurance License (Resident State) - Multiple Issuers required

Benefits

Comp & perks

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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Soft Skills

Relationship BuildingMotivational LeadershipCollaboration

Certifications

FINRA Series 65 RegistrationFINRA Series 66 Registration