Director of Wealth Management Coaching

TIAA; Princeton (NJ); Sur place; USD 155 000 - 167 000; Plein temps

Résumé du poste

TIAA seeks a Wealth Management Coach to empower client-facing associates with objective, holistic advice across the financial spectrum. You will coach on planning, lifecycle management, and effective practice management, partnering with leaders to drive client-centric results in a collaborative environment.

The role requires 5+ years in wealth management or advisory coaching, FINRA registrations (Series 7/63/65/66) and a Life and Health Insurance license.

Qualifications

• University degree preferred.
• 5+ years experience in wealth management coaching or advisory roles.
• FINRA registrations required: Series 7, Series 63, Series 65, Series 66.
• Life and Health Insurance License required (Resident State) with multiple issuers.

Responsabilités

• Build and maintain close relationships with client facing Wealth Management associates and coach to meet client goals.
• Develop coaching plans with client facing leaders to influence client-centric sales practices.
• Educate and coach on TIAA’s solutions within the Client Engagement Model.
• Participate as a keynote speaker at client seminars and join meetings to coach client facing associates.
• Act as a subject matter expert in financial planning concepts and client lifecycle management.

Connaissances

Client Relationship Management

Business Development

Collaboration

Consultative Communication

Retirement Planning

Sales

Wealth Management

Formation

University (Degree) Preferred

Description du poste

TIAA seeks a Wealth Management Coach to empower client-facing associates with objective, holistic advice across the financial spectrum. You will coach on planning, lifecycle management, and effective practice management, partnering with leaders to drive client-centric results in a collaborative environment.

The role requires 5+ years in wealth management or advisory coaching, FINRA registrations (Series 7/63/65/66) and a Life and Health Insurance license.