About this role
Role Overview
- Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients
- Operationally lead Wealth Management advisory teams to help high-net worth clients achieve their financial goals
- Manage responsibilities for a book of assigned clients
- Support implementation of financial plan recommendations and coordination of asset consolidation
- Build meaningful and long-lasting relationships while supporting advisors to implement TIAA advice and planning solutions.
Requirements
- 2+ years of experience building and maintaining client relationships
- Required to have FINRA registrations Series 7; Series 66 or Series 63 and Series 65
- Required to have Life & Health Insurance License within 120 days of start date
- Understanding of investment products, financial planning concepts, and wealth management solutions
- Proven ability to communicate complex information clearly and work effectively with advisors, clients, and cross-functional teams.
Benefits
- Comprehensive Total Rewards package
- Health, wellness, and work life offerings
- Competitive retirement program
- Opportunities for professional development