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Wealth Management Client Relationship Manager at TIAA - ApplyBlast

Wealth Management Client Relationship Manager

TIAA

5 months ago

3.6 on Glassdoor

Dallas, TX

Onsite

Full Time

Junior

0 applicants

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About this role

Wealth Client Relationship Managers at TIAA partner with advisors to deepen client relationships and support high-net-worth individuals in achieving their financial goals. This role involves operationally leading advisory teams, managing client books, and coordinating asset consolidation的实施 while utilizing TIAA's financial planning solutions. Candidates must obtain required FINRA registrations and state licenses within 120 days of starting.

Responsibilities

Partner with Wealth Management Advisors to deliver personalized client services
Operationally lead advisory teams serving high-net-worth clients
Manage assigned client portfolios and coordinate asset consolidation
Implement comprehensive financial planning recommendations
Obtain required FINRA registrations and state licenses within 120 days

Skills

Qualifications

BS DegreeSeries 7 LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 License

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

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