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Wealth Management Client Relationship Manager at TIAA - ApplyBlast

Wealth Management Client Relationship Manager

TIAA

4 months ago

3.6 on Glassdoor

Charlotte, NC

Onsite

Full Time

Junior

0 applicants

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About this role

A Wealth Client Relationship Manager at TIAA partners with advisors to deepen relationships with high-net-worth clients and support the implementation of financial planning solutions. This role operationally leads advisory teams to help clients achieve their financial goals through book management, asset consolidation, and referral growth.

Responsibilities

Operate wealth management advisory teams for high-net-worth clients
Manage assigned client books and support financial plan implementation
Coordinate asset consolidation and refer clients to advisors
Communicate clearly to build long-lasting client and advisor relationships
Achieve financial goals through consulting and referral strategies

Skills

Qualifications

Series 7 LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 LicenseLife 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.