Wealth Management Coach: Lead Advisor Coaching

Retirement Resource Center, LLC.; Roseland (NJ); Hybrid; USD 155,000 - 167,000; Full time

Job summary

TIAA is seeking a Wealth Management Coach in Roseland, New Jersey. The role focuses on coaching client-facing Wealth Management associates to deliver objective, comprehensive advice aligned with clients’ long-term goals.

You will lead planning sessions, deliver group coaching, and collaborate with leaders to drive client-centric sales practices. With 5+ years in wealth management, you will be skilled in financial planning and client lifecycle management, and you will participate in client

Qualifications

• University degree preferred.
• 5+ years of experience in wealth management or a related field.

Responsibilities

• Build and maintain close relationships with client facing Wealth Management associates; coach to meet client goals.
• Collaborate with client facing leaders to develop coaching plans.
• Educate and coach on TIAA's solutions within the Client Engagement Model.
• Participate as a keynote speaker at client seminars and join client meetings to coach.
• Act as a subject matter expert in financial planning concepts and lifecycle management.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Quantitative Analysis

Retirement Planning

Sales

TIAA Products/Services

Wealth Management

Education

University degree preferred

Job description

TIAA is seeking a Wealth Management Coach in Roseland, New Jersey. The role focuses on coaching client-facing Wealth Management associates to deliver objective, comprehensive advice aligned with clients’ long-term goals.

You will lead planning sessions, deliver group coaching, and collaborate with leaders to drive client-centric sales practices. With 5+ years in wealth management, you will be skilled in financial planning and client lifecycle management, and you will participate in client