Wealth Management Client Partner for High Net Worth

TIAA; Charlotte (NC); On-site; USD 61,740 - 85,000; Full time

Benefits offered by this job

Comprehensive Total Rewards package

Health and wellness offerings

Job summary

A leading retirement company is seeking a Wealth Client Relationship Manager in Charlotte. This role involves collaborating with Wealth Management Advisors to enhance client relationships and financial solutions. Ideal candidates will have at least 2 years of financial services experience, strong communication skills, and relevant licenses obtained promptly. Join us in helping clients achieve their retirement dreams while enjoying a competitive salary and comprehensive benefits.

Qualifications

• 2+ years of financial services experience required.
• Series 7, 66 (or 63 and 65), and life and health insurance licenses must be completed soon after hire.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service to high-net worth clients.
• Manage a book of assigned clients and support financial plan implementation.

Skills

Client Relationship Management

Business Development

Collaboration

Consultative Communication

Quantitative Analysis

Education

University Degree

Job description

A leading retirement company is seeking a Wealth Client Relationship Manager in Charlotte. This role involves collaborating with Wealth Management Advisors to enhance client relationships and financial solutions. Ideal candidates will have at least 2 years of financial services experience, strong communication skills, and relevant licenses obtained promptly. Join us in helping clients achieve their retirement dreams while enjoying a competitive salary and comprehensive benefits.