Wealth Management Client Relationship Manager - Guided Advice

TIAA; Frisco (TX); On-site; USD 62,500 - 87,500; Full time

Job summary

A financial services company in Frisco, Texas, is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors and deliver exceptional service to high-net worth clients. Responsibilities include managing client relationships, leading practice meetings, and coordinating sales cycle activities. Candidates should have a minimum of 2 years in financial services, with required licenses obtained within 120 days of hiring. The position offers a salary range of $62,500 to $87,500 per year and is open until June 29, 2026.

Qualifications

• 2+ years of financial services experience required.
• Series 7 and 66 (or 63 & 65) must be completed within 120 days of start date.
• Life and Health Insurance License required.

Responsibilities

• Manage relationships with high-net worth clients.
• Lead advisory team practice management meetings.
• Provide client service and sales support.
• Guide clients on income execution.
• Identify client concerns and financial needs.
• Coordinate sales cycle management activities.

Skills

Financial services experience

Client relationship management

Sales support

Asset consolidation

Education

University (Degree) Preferred

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

Job description

Overview

The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. All licenses must be obtained within 120 days from start date.

Key Responsibilities and Duties

• Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
• Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.
• Provides client service and sales support as part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.
• Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
• Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).
• Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs.
• Identifies sales and asset retention opportunities.
• Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
• Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• Series 7; Series 63; Series 65; Series 66

Licenses and Certifications

• Life and Health Insurance License (Resident State) – Multiple Issuers required

Physical Requirements

• Sedentary Work

Career Level

6IC

Required

• 2+ years of financial services experience
• Series 7, 66 (or 63 & 65), and Life and Health Insurance License completed within 120 days of start date

Preferred

• 3+ years of financial services experience
• Series 7 and 66 (or 63 & 65) completed
• Life and Health Insurance License completed

Salary and Benefits

Base Pay Range: $62,500/yr - $87,500/yr

Anticipated Posting End Date

2026-06-29

Equal Opportunity Employer

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.