Wealth Management Coach

TIAA

Wealth Management Coach enhancing the financial advisory capabilities of client-facing associates at TIAA. Building relationships and coaching associates to achieve client comprehensive goals.

Posted 7/8/2026full-timeNew York City • New Jersey, New York • 🇺🇸 United StatesMid-LevelSenior💰 $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 of clients
Collaborate with client facing leaders to develop coaching plans to influence behaviors
Educate and coach client-facing Wealth Management associates on TIAA’s solutions
Participate as a keynote speaker at client seminars and join client meetings for coaching
Act as a subject matter expert in financial planning concepts

Requirements

What you’ll need

5+ Years Required; 7+ Years Preferred Work Experience
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

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Motivational LeadershipCollaboration

Certifications

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