Wealth Advisory Outreach Consultant

TIAA; Charlotte (NC); On-site; USD 39,000 - 55,000; Full time

Job summary

TIAA in Charlotte, NC is seeking a Client Outreach Consultant to proactively contact existing clients and introduce advisory products and services across multiple channels. You will collaborate with internal partners, review client financials, and help identify gaps in retirement and wealth planning.

The role emphasizes consultative communication, relationship management, and a continuous improvement mindset.

Qualifications

• University (Degree) Preferred

Responsibilities

• Reaches out to existing clients to introduce advisory services with the goal of scheduling appointments.
• Collaborates with internal partners to triage clients who may want advisory services.
• Identifies financial planning gaps such as asset allocation, income planning, estate planning, and incapacitation planning needs.
• Prepares clients for discovery meetings by outlining the meeting agenda and listing documents to bring.
• Monitors industry trends and shares insights with Wealth team to improve sales and client service strategies.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Practice Management

Prioritization

Quantitative Analysis

Retirement Planning

Sales

Product Knowledge

Wealth Management

Education

University degree preferred

Job description

TIAA in Charlotte, NC is seeking a Client Outreach Consultant to proactively contact existing clients and introduce advisory products and services across multiple channels. You will collaborate with internal partners, review client financials, and help identify gaps in retirement and wealth planning.

The role emphasizes consultative communication, relationship management, and a continuous improvement mindset.