Wealth Management Coach Director: Elevate Advisor Impact

TIAA; Hackensack (NJ); On-site; USD 155,000 - 167,000; Full time

Job summary

TIAA is seeking a Wealth Management Coach to enable client-facing associates to deliver objective, comprehensive financial guidance aligned with long-term client goals. The role involves coaching, planning, and collaboration with wealth market leaders to drive results through skilled practice management.

The position requires university degree and 5+ years in wealth management with FINRA registrations. Expect engaging client seminars and ongoing coaching for performance enhancement.

Qualifications

• University degree preferred.
• 5+ years of wealth management experience.
• FINRA registrations (Series 7, 63, 65, 66).
• Life and Health Insurance License (Resident State) required.

Responsibilities

• Coach and motivate client-facing Wealth Management associates to meet client goals.
• Collaborate with leaders to develop coaching plans influencing client-centric sales practices.
• Educate and coach on TIAA's solutions within the Client Engagement Model.
• Participate as a keynote speaker at client seminars and meetings as needed.
• Act as subject matter expert in financial planning concepts and lifecycle management.

Skills

Client relationships

Collaboration

Consultative selling

Retirement planning

Sales skills

Wealth management

Quantitative analysis

Education

University degree preferred

5+ years wealth management experience

Tools

FINRA Series 7/63/65/66 licenses

Life & Health Insurance License

Job description

TIAA is seeking a Wealth Management Coach to enable client-facing associates to deliver objective, comprehensive financial guidance aligned with long-term client goals. The role involves coaching, planning, and collaboration with wealth market leaders to drive results through skilled practice management.

The position requires university degree and 5+ years in wealth management with FINRA registrations. Expect engaging client seminars and ongoing coaching for performance enhancement.