Director of Wealth Coaching

Nuveen; Plainsboro Township (NJ); Vor Ort; USD 155.000 - 167.000; Vollzeit

Benefits dieser Stelle

Benefits package

Zusammenfassung

Nuveen seeks a Wealth Management Coach to empower client-facing associates with comprehensive planning and sales skills. You will lead coaching sessions, develop plans with leaders, and educate teams on TIAA/Nuveen solutions within the client engagement framework.

The role emphasizes relationship building, advanced financial planning concepts, and active participation in client seminars to drive results.

Qualifikationen

• Bachelor's degree or higher preferred; FINRA registrations required.
• 5+ years of wealth management coaching or advisory experience.
• Licenses: Series 7, Series 63/65/66, Life and Health Insurance license.
• Proven ability to coach advisers in planning and product solutions.

Aufgaben

• Build and maintain relationships with client-facing Wealth Management associates.
• Coach associates to meet client and sales goals through best practices.
• Develop coaching plans with client-facing leadership to influence behaviors.
• Educate on TIAA’s solutions within the Client Engagement Model.
• Participate as a keynote speaker at client seminars and meetings.
• Act as SME in financial planning and client lifecycle management.

Kenntnisse

Relationship Management

Coaching & Training

Financial Planning

Client Engagement

Communication

Leadership

Ausbildung

Bachelor's degree or higher

FINRA Series 7

Series 63/65/66

Life & Health Insurance License

Jobbeschreibung

Nuveen seeks a Wealth Management Coach to empower client-facing associates with comprehensive planning and sales skills. You will lead coaching sessions, develop plans with leaders, and educate teams on TIAA/Nuveen solutions within the client engagement framework.

The role emphasizes relationship building, advanced financial planning concepts, and active participation in client seminars to drive results.