Wealth Management Coach-new York, Ny

TIAA Financial Services, Inc.

New York, NY, US
Base: $160,000pyr - $170,000pyr; bonus: pyrticipyt...
Client engagement model expertise
Comprehensive financial planning skills
One-on-one and group coaching experience
The Director, Wealth Management Coach enables client-facing associates to provide objective advice aligned with clients' long-term interests

Job Summary

  • The Director, Wealth Management Coach enables client-facing associates to provide objective advice aligned with clients' long-term interests.
  • This role involves building close relationships with associates, coaching them on TIAA's solutions, and participating in client seminars.
  • TIAA offers a competitive compensation package including base salary, potential incentive programs, and a comprehensive benefits suite focused on well-being.

Matching Summary

The Director, Wealth Management Coach enables client-facing associates to provide objective advice aligned with clients' long-term interests.

Salary

Base: $160,000/yr - $170,000/yr; Bonus: Participation in performance-linked incentive programs; Benefits: Comprehensive retirement, health, wellness, and work-life offerings

Skills & Requirements

Must-have

  • Client engagement model expertise
  • Comprehensive financial planning skills
  • One-on-one and group coaching experience
  • Series 7, 63, 65, or 66 FINRA registration
  • Life and Health Insurance License

Nice-to-have

  • Collaborative team environment
  • Subject matter expert in lifecycle management
  • Keynote speaking capabilities
  • Continuous improvement mindset
  • Practice management strategy

Key Requirements

  • University degree required
  • 5+ years of relevant work experience
  • Series 7, 63, 65, 66 FINRA registrations
  • Resident Life and Health Insurance License
  • Advanced proficiency in client lifecycle management

Work Rights

Not specified

Tailored Resume

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