The Director role enables client-facing associates to provide objective advice aligned with clients' long-term interests through a specific engagement model
Job Summary
The Director role enables client-facing associates to provide objective advice aligned with clients' long-term interests through a specific engagement model.
This position requires 5+ years of experience and preferred FINRA registrations including Series 7, 63, 65, and 66.
TIAA offers a competitive compensation package with base salary ranging from $160,000 to $170,000 plus potential incentive programs.
Matching Summary
The Director role enables client-facing associates to provide objective advice aligned with clients' long-term interests through a specific engagement model.
Salary
Base: $160,000/yr - $170,000/yr; Bonus: Participation in annual discretionary or non-annual sales incentive plans; Benefits: Superior retirement program, health, wellness, and work life offerings
Skills & Requirements
Must-have
Client engagement model expertise
Comprehensive financial planning knowledge
One-on-one and group coaching skills
Series 7, 63, 65, or 66 registration
Life and Health Insurance License
Nice-to-have
Collaborative interaction with clients
Keynote speaking at seminars
Advanced proficiency in lifecycle management
Continuous improvement mindset
Practice management strategy
Key Requirements
University Degree required
5+ Years Required; 7+ Years Preferred experience
Series 7, 63, 65, 66 Licenses
Life and Health Insurance License (Resident State)