Strategic Wealth Client Partner

TIAA; Dallas (TX); On-site; USD 71,000 - 81,000; Full time

Job summary

TIAA Wealth Management seeks a Wealth Client Relationship Manager to partner with Advisors, deepen client relationships, and grow the practice through referrals that lead to comprehensive financial solutions for clients.

You will coordinate with advisory teams to implement financial plans and manage a book of high-net-worth clients, delivering value while upholding integrity and client focus.

Qualifications

• University degree preferred.
• 2+ years of experience in wealth management or client relationship roles.
• FINRA registrations: Series 7, 63, 65, 66.
• Life and Health Insurance License required within 120 days.

Responsibilities

• Partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
• Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
• Manages time and resources efficiently to bring value and excellence to clients.
• Builds meaningful and long-lasting relationships, while supporting advisors to implement advice and planning solutions.

Education

University (Degree) Preferred

Job description

TIAA Wealth Management seeks a Wealth Client Relationship Manager to partner with Advisors, deepen client relationships, and grow the practice through referrals that lead to comprehensive financial solutions for clients.

You will coordinate with advisory teams to implement financial plans and manage a book of high-net-worth clients, delivering value while upholding integrity and client focus.