Wealth Management Coaching Director

Nuveen; San Diego (CA); On-site; USD 155,000 - 167,000; Full time

Job summary

TIAA/Nuveen in San Diego seeks a Wealth Management Coach to empower client-facing associates with comprehensive financial planning and coaching across the client lifecycle. You will help embed best practices, educate on TIAA solutions, and support leaders in driving client-centric results.

The role requires 5+ years of experience with FINRA registrations (Series 7, 63, 65, 66) and a Life/Health Insurance license. A university degree is preferred and the position is primarily on-site.

Qualifications

• University degree preferred.
• Licensing: Series 7, 63, 65, 66; Life/Health Insurance License.
• Experience coaching wealth management associates and leading client-centric sales.

Responsibilities

• Build and maintain relationships with client facing Wealth Management associates.
• Coach and motivate associates to meet client goals and share best practices.
• Collaborate with leaders to develop coaching plans influencing client-centric sales.
• Educate on TIAA solutions within the Client Engagement Model.
• Join client meetings and speak at seminars to coach associates.
• Act as a subject matter expert in financial planning and client lifecycle management.

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

TIAA Products/Services Acumen

Wealth Management

Education

University degree

Series 7

Series 63

Series 65

Series 66

Life and Health Insurance License

Job description

TIAA/Nuveen in San Diego seeks a Wealth Management Coach to empower client-facing associates with comprehensive financial planning and coaching across the client lifecycle. You will help embed best practices, educate on TIAA solutions, and support leaders in driving client-centric results.

The role requires 5+ years of experience with FINRA registrations (Series 7, 63, 65, 66) and a Life/Health Insurance license. A university degree is preferred and the position is primarily on-site.