Wealth Management Coach – Advisor Growth & Client Impact

CFP Board of Standards Inc.; Roseland (NJ); Hybrid; USD 155,000 - 167,000; Full time

Job summary

TIAA is seeking a Wealth Management Coach to enable client-facing wealth management associates to provide objective, comprehensive advice across the financial spectrum aligned with clients’ long-term interests. The Director coaches advisors through planning, one-on-one and group sessions, and collaborates with clients to strengthen practice management and outcomes.

Ideal candidates have 5+ years of experience (7+ preferred), FINRA registrations, and licenses.

Qualifications

• University degree preferred.
• 5+ years of experience in wealth management or coaching roles.
• Active FINRA registrations (Series 7/63/65/66) and Life/Health licenses where applicable.

Responsibilities

• Build and maintain relationships with client-facing wealth management associates and coach them to meet client goals.
• Collaborate with client-facing leaders to develop coaching plans that influence sales behaviours.
• Educate and coach associates on TIAA's solutions within the Client Engagement Model.
• Participate as a keynote speaker at client seminars and join client meetings to coach staff.
• Act as SME in financial planning concepts to support client lifecycle management.

Skills

Relationship Building

Coaching & Training

Sales Enablement

Client Engagement

Communication

Financial Planning

Team Collaboration

Quantitative Analysis

Strategic Thinking

Wealth Management

Education

University (Degree) Preferred

Tools

FINRA Series 7

Series 63

Series 65

Series 66

Life and Health License

Job description

TIAA is seeking a Wealth Management Coach to enable client-facing wealth management associates to provide objective, comprehensive advice across the financial spectrum aligned with clients’ long-term interests. The Director coaches advisors through planning, one-on-one and group sessions, and collaborates with clients to strengthen practice management and outcomes.

Ideal candidates have 5+ years of experience (7+ preferred), FINRA registrations, and licenses.