Director, Wealth Management Coach-hackensack, Nj

Nuveen, a TIAA company

Hackensack, NJ, US
Base: $160,000pyr - $170,000pyr; bonus: pyrticipyt...
5+ years of wealth management experience
Series 7, 63, 65, or 66 finra registration
Life and health insurance license required
The Director, Wealth Management Coach enables client-facing associates to provide objective advice across the full financial spectrum

Job Summary

  • The Director, Wealth Management Coach enables client-facing associates to provide objective advice across the full financial spectrum.
  • This role involves coaching advisors through one-on-one sessions and group interactions to drive comprehensive sales practices.
  • The position offers a competitive compensation package including base salary ranging from $160,000 to $170,000 per year plus potential incentives.

Matching Summary

The Director, Wealth Management Coach enables client-facing associates to provide objective advice across the full financial spectrum.

Salary

Base: $160,000/yr - $170,000/yr; Bonus: Participation in discretionary incentive programs possible; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • 5+ years of wealth management experience
  • Series 7, 63, 65, or 66 FINRA registration
  • Life and Health Insurance License required
  • Client lifecycle management proficiency
  • TIAA Client Engagement Model knowledge

Nice-to-have

  • 7+ years of preferred work experience
  • Experience as a keynote speaker at seminars
  • Collaborative in-office environment preference
  • Advanced proficiency in financial planning concepts
  • Strong practice management strategy skills

Key Requirements

  • University Degree Required
  • Series 7, 63, 65, 66 Licenses
  • Life and Health Insurance License
  • 5+ Years Experience Required
  • Resident State License Issuer

Work Rights

Not specified

Tailored Resume

Cover Letter