Wealth Management Client Relationship Consultant

TIAA

Wealth Management Client Relationship Manager at TIAA partnering with Advisors to support high-net worth clients. Delivering financial solutions and managing client relationships effectively.

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service delivery for high-net worth clients, operational leadership of advisory teams, and effective communication. Proficient in managing client relationships and implementing financial plans while ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Client Service DeliveryWealth Management AdvisoryFINRA Series 7FINRA Series 63Life and Health Insurance License

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

Clear CommunicationTime ManagementRelationship Building

Certifications & Qualifications

FINRA Series 65FINRA Series 66

Industry Keywords

High-Net Worth ClientsFinancial Plan ImplementationAsset Consolidation

About the role

Key responsibilities & impact

partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
operationally leads Wealth Management advisory teams
managing the responsibilities for a book of assigned clients
supporting the implementation of financial plan recommendations
coordinating asset consolidation
communicates clearly and succinctly
manages time and resources efficiently
builds meaningful and long-lasting relationships

Requirements

What you’ll need

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

Benefits

Comp & perks

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