Director, Wealth Management Coach
TIAA(1 month ago)
About this role
The Director, Wealth Management Coach enables client-facing wealth management associates to deliver objective, comprehensive financial advice aligned with clients' long-term goals. The role focuses on coaching, planning, and practice management to improve advisor skills and drive client outcomes while partnering with wealth market leaders.
Required Skills
- Business Development
- Client Relationships
- Collaboration
- Consultative Communication
- Continuous Improvement
- Due Diligence
- Practice Management
- Quantitative Analysis
- Retirement Planning
- Coaching
+2 more
Qualifications
- University Degree Preferred
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health Insurance License
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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