Wealth Management Client Relations Leader

TIAA; Fairfax (VA); On-site; USD 71,000 - 81,000; Full time

Job summary

TIAA in the United States is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and grow the practice through referrals, delivering financial solutions that ignite the dreams of our clients. This role emphasizes uncovering client needs, building durable relationships, and coordinating with advisors to implement financial plans.

Licensing within 120 days, strong communication, and a proven financial services background are

Qualifications

• 2+ years of financial services experience.
• Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
• 3+ years of financial services experience (preferred).
• Related Skills: Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, Wealth Management.

Responsibilities

• The Wealth Client Relationship Manager 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 and effectively to bring value and excellence to our clients.
• Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
• All licenses and registrations must be obtained within 120 days from start date.

Skills

Client relationship management

Financial services

Communicational skills

Entrepreneurial mindset

Investment solutions knowledge

Financial planning understanding

Accountability

Education

University degree preferred

FINRA registrations: Series 7; Series 63; Series 65; Series 66

Life and Health Insurance License (Resident State) within 120 days

Job description

TIAA in the United States is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors, deepen client relationships, and grow the practice through referrals, delivering financial solutions that ignite the dreams of our clients. This role emphasizes uncovering client needs, building durable relationships, and coordinating with advisors to implement financial plans.

Licensing within 120 days, strong communication, and a proven financial services background are