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Wealth Client Relationship Manager at TIAA - ApplyBlast

Wealth Client Relationship Manager

TIAA

4 months ago

3.6 on Glassdoor

Frisco, TX

Onsite

Full Time

Junior

0 applicants

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About this role

The Wealth Client Relationship Manager at TIAA partners with Wealth Management Advisors to deepen client relationships and grow practices through referrals. This role operationally leads advisory teams to serve high-net-worth clients, managing assigned books of business and coordinating asset consolidation while supporting financial plan implementations.

Responsibilities

Partner with advisors to deliver client service and support high-net-worth clients
Operationally lead Wealth Management advisory teams to achieve financial goals
Manage responsibilities for a book of assigned clients
Support implementation of financial plan recommendations
Coordinate asset consolidation for clients

Skills

Qualifications

Series 7Series 63Series 65Series 66Life and Health Insurance License

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.