Wealth Management Client Relations Lead

TIAA

Palo Alto (CA)

On-site

USD 71,000 - 81,000

Full time

3 days ago

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Job summary

TIAA's Wealth Management team seeks a Wealth Client Relationship Manager in Palo Alto to partner with Wealth Management Advisors, deepen client relationships, and coordinate financial planning and referrals. The role emphasizes relationship-building, financial product knowledge, and timely licensing to support advisory guidance.

Ideal candidates bring client-centric mindset, strong communication, and a track record in financial services, with licensing completed within the first 120 days and a

Qualifications

2+ years of financial services experience.
Licenses: Series 7, Series 66 (or 63 and 65) and life and health licenses completed within 120 days of start date.
Client relationship management and advisory support experience is preferred.

Responsibilities

Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
Communicate clearly and succinctly, utilizing interpersonal relationship-building skills.
Manage time and resources to bring value and excellence to clients.
Build long-lasting client relationships and support advisors with tailored planning solutions.
Ensure all licenses/registrations are obtained within 120 days from start date.

Skills

Curiosity

Feedback culture

Collaboration

Entrepreneurial mindset

Investment knowledge

Accountability

Education

University degree

Tools

FINRA licenses (Series 7/63/65/66)

Life & Health Insurance License

Job description

Ideal candidates bring client-centric mindset, strong communication, and a track record in financial services, with licensing completed within the first 120 days and a

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