Senior Wealth Client Relationship Lead

TIAA; Frisco (TX); On-site; USD 62,500 - 87,500; Full time

Job summary

A financial services company in Frisco, Texas, is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and deliver exceptional service to high-net worth clients. Responsibilities include managing client relationships, leading practice meetings, and coordinating sales cycle activities. Candidates should have a minimum of 2 years in financial services, with required licenses obtained within 120 days of hiring. The position offers a salary range of $62,500 to $87,500 per year and is open until June 29, 2026.

Qualifications

• 2+ years of financial services experience required.
• Series 7 and 66 (or 63 & 65) must be completed within 120 days of start date.
• Life and Health Insurance License required.

Responsibilities

• Manage relationships with high-net worth clients.
• Lead advisory team practice management meetings.
• Provide client service and sales support.
• Guide clients on income execution.
• Identify client concerns and financial needs.
• Coordinate sales cycle management activities.

Skills

Financial services experience

Client relationship management

Sales support

Asset consolidation

Education

University (Degree) Preferred

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

Job description

A financial services company in Frisco, Texas, is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and deliver exceptional service to high-net worth clients. Responsibilities include managing client relationships, leading practice meetings, and coordinating sales cycle activities. Candidates should have a minimum of 2 years in financial services, with required licenses obtained within 120 days of hiring. The position offers a salary range of $62,500 to $87,500 per year and is open until June 29, 2026.