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Client Relationship Consultant at TIAA | JobVerse
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Client Relationship Consultant
TIAA
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Client Relationship Consultant
Charlotte, North Carolina, United States of America
Full Time
1 week ago
$62,500 - $87,500 USD
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About this role
Role Overview
partners with Wealth Management Advisors in delivering client service
operationally leads Wealth Management advisory teams
managing the responsibilities for a book of assigned clients
supporting the implementation of financial plan recommendations
Requirements
2+ Years Required; 3+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State)
University (Degree) Preferred
Benefits
superior retirement program
highly competitive health
wellness and work life offerings
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