About this role
Role Overview
- Partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
- Operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
- Manages responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and coordination of asset consolidation.
- Builds 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, preferably with high-net-worth individuals or in a financial services environment.
- Required to have FINRA registrations Series 7, Series 66 or Series 63 and Series 65 and 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
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Comprehensive Total Rewards package
- Participation in an incentive program linked to performance