Wealth Client Relationship Mgr

TIAA Jobs

Base: $62,500pyr - $87,500pyr; bonus/equity: not s...
Client service for high-net worth clients
Ability to uncover client needs
Knowledge of investment solutions
Wealth Client Relationship Managers at TIAA partner with Advisors to deepen client relationships

Job Summary

  • Wealth Client Relationship Managers at TIAA partner with Advisors to deepen client relationships.
  • The role involves managing a book of clients and supporting financial plan implementations.
  • TIAA is committed to a culture of empowerment and accountability, ensuring associates thrive.

Matching Summary

Wealth Client Relationship Managers at TIAA partner with Advisors to deepen client relationships.

Salary

Base: $62,500/yr - $87,500/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client service for high-net worth clients
  • Ability to uncover client needs
  • Knowledge of investment solutions

Nice-to-have

  • Constructive feedback skills
  • Entrepreneurial mindset for growth
  • Collaboration and relationship building

Key Requirements

  • 2+ years of relevant experience
  • FINRA Registrations Series 7, 63, 65, 66
  • Life and Health Insurance License within 120 days

Work Rights

Not specified

Tailored Resume

Cover Letter