Director, Wealth Management Coach

TIAA Jobs

Multiple Locations, US
Base: $160,000pyr - $170,000pyr; bonus: pyrticipyt...
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Series 7 series 63 series 65 series 66 licenses
Client engagement model expertise
Advanced financial planning concepts
** TIAA is seeking a Director, Wealth Management Coach to lead and mentor client-facing associates in delivering comprehensive financial solutions aligned with client goals. The role emphasizes coaching, collaboration, and the development of client-centric practices within the wealth management sector. **

Job Summary

  • The Director, Wealth Management Coach enables client-facing associates to provide objective and comprehensive advice aligned with clients' long-term interests.
  • This role requires coaching advisors through one-on-one and group sessions to drive results via comprehensive planning and skill development.
  • TIAA offers a competitive compensation package including base salary, performance-linked incentives, and a comprehensive Total Rewards program for associates.

Matching Summary

Match Score: 75

** TIAA is seeking a Director, Wealth Management Coach to lead and mentor client-facing associates in delivering comprehensive financial solutions aligned with client goals. The role emphasizes coaching, collaboration, and the development of client-centric practices within the wealth management sector. **

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

  • Series 7 Series 63 Series 65 Series 66 Licenses
  • Client Engagement Model expertise
  • Advanced financial planning concepts
  • Practice management strategy
  • Quantitative analysis skills

Nice-to-have

  • Collaborative in-office environment
  • Continuous improvement mindset
  • AI tools proficiency
  • Subject matter expert status
  • Keynote speaking ability

Key Requirements

  • University Degree Required
  • 5+ Years Work Experience Required
  • Series 7, 63, 65, 66 Registrations
  • Life and Health Insurance License
  • Multiple Issuers Resident State License

Work Rights

Not specified

Tailored Resume

Cover Letter