Director, Wealth Management Coach

TIAA

Base: $160,000pyr - $170,000pyr; bonus/equity: not...
Coaching client-facing associates
Financial planning expertise
Client engagement model
The Director, Wealth Management Coach enables client facing associates to provide objective and comprehensive advice

Job Summary

  • The Director, Wealth Management Coach enables client facing associates to provide objective and comprehensive advice.
  • This role is key in supporting wealth market leaders to drive results through coaching and skill development.
  • TIAA is committed to the well-being of associates with a comprehensive Total Rewards package.

Matching Summary

The Director, Wealth Management Coach enables client facing associates to provide objective and comprehensive advice.

Salary

Base: $160,000/yr - $170,000/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Coaching client-facing associates
  • Financial planning expertise
  • Client engagement model

Nice-to-have

  • Collaborative interaction with clients
  • Motivating team members
  • Continuous improvement mindset

Key Requirements

  • 5+ years of relevant experience
  • FINRA Registrations: Series 7, Series 63, Series 65, Series 66
  • Life and Health Insurance License required

Work Rights

Not specified

Tailored Resume

Cover Letter