Client Relationship Consultant

TIAA

Wealth Management Client Relationship Manager partnering with Wealth Management Advisors to support high-net worth clients. Delivering client service and coordinating asset consolidation while achieving financial goals.

Posted 7/29/2026full-timeDallas • North Carolina, Texas • 🇺🇸 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 managing client relationships and delivering tailored financial solutions for high-net worth clients. Proficient in coordinating asset consolidation and implementing financial plans while ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Client Relationship ManagementFinancial Planning ImplementationWealth Management AdvisoryFINRA Series 7, 63, 65, 66Life and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Clear CommunicationTime ManagementResource ManagementRelationship Building

Certifications & Qualifications

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

Industry Keywords

Wealth ManagementHigh-Net Worth ClientsFinancial GoalsAsset ConsolidationTIAA Advice and Planning Solutions

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 to help high-net worth clients achieve their financial goals
managing the responsibilities for a book of assigned clients
supporting the implementation of financial plan recommendations and the coordination of asset consolidation
communicates clearly and succinctly
manages time and resources efficiently to bring compounding value and excellence to our clients
builds meaningful and long-lasting relationships while supporting advisors to implement TIAA advice and planning solutions

Requirements

What you’ll need

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

superior retirement program
highly competitive health
wellness and work life offerings