Director, Wealth Management Coach

TIAA

Multiple Locations, US
Base: $160,000pyr - $170,000pyr; bonus: pyrticipyt...
Not specified (assumed to be hybrid based on company culture of collaboration).
Series 7 series 63 series 65 or 66 license
Life and health insurance license
Client engagement model expertise
TIAA is seeking a Director, Wealth Management Coach, responsible for enabling wealth management associates to provide comprehensive financial advice aligned with clients' long-term goals. The role emphasizes coaching, collaboration, and the development of financial strategies to enhance client relationships and drive results

Job Summary

  • The Director, Wealth Management Coach enables client-facing associates to provide objective advice aligned with clients' long-term interests.
  • This role requires coaching associates on TIAA's solutions within the framework of the Client Engagement Model to drive comprehensive results.
  • TIAA offers a competitive compensation package including base salary, performance-linked incentives, and a comprehensive Total Rewards benefits program.

Matching Summary

Match Score: 85

TIAA is seeking a Director, Wealth Management Coach, responsible for enabling wealth management associates to provide comprehensive financial advice aligned with clients' long-term goals. The role emphasizes coaching, collaboration, and the development of financial strategies to enhance client relationships and drive results.

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 or 66 license
  • Life and Health Insurance License
  • Client engagement model expertise
  • Financial planning concepts mastery
  • Practice management strategy

Nice-to-have

  • Collaborative in-office environment
  • Continuous improvement mindset
  • AI tools proficiency
  • Keynote speaking experience
  • Show-coach capability

Key Requirements

  • University degree required
  • 5+ years work experience required
  • FINRA Series 7, 63, 65, or 66 registration
  • Resident Life and Health Insurance License

Work Rights

Not specified

Tailored Resume

Cover Letter