Client Relationship Consultant

TIAA

Wealth Management Client Relationship Manager collaborating with advisors to support high-net worth clients. Delivering financial solutions and managing a book of clients in a hybrid environment.

Posted 7/14/2026full-timePittsburgh • North Carolina, Pennsylvania • 🇺🇸 United StatesJuniorMid-Level💰 $71,300 - $80,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service for high-net worth individuals, with a strong focus on implementing financial plans and building relationships with Wealth Management Advisors. Holds necessary FINRA registrations and insurance licenses to effectively support client needs.

Highest-signal resume keywords

Client ServiceFinancial Planning ImplementationRelationship BuildingFINRA Series 7Life and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

CommunicationInterpersonal Skills

Certifications & Qualifications

FINRA Series 63FINRA Series 65FINRA Series 66

Industry Keywords

Wealth ManagementHigh-Net Worth ClientsFinancial Plan Recommendations

About the role

Key responsibilities & impact

Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients
Manage responsibilities for a book of assigned clients
Support implementation of financial plan recommendations
Build meaningful relationships while supporting advisors to implement TIAA advice and planning

Requirements

What you’ll need

University (Degree) Preferred
2+ Years Required; 3+ Years Preferred
FINRA Registrations: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State) required within 120 Days

Benefits

Comp & perks

Superior retirement program
Highly competitive health offerings
Wellness programs
Work-life offerings