Wealth Management Relationship Architect

Teachers Insurance and Annuity Association of America; Dallas (TX); On-site; USD 62,500 - 87,500; Full time

Job summary

A major financial services company located in Dallas, Texas is seeking a Wealth Client Relationship Manager. This role involves partnering with Wealth Management Advisors to provide exceptional service to high-net worth clients. Candidates should have at least 2 years of relevant experience and possess a deep understanding of investment solutions. The company offers a competitive salary ranging from $62,500 to $87,500 per year, with opportunities for incentive programs based on performance.

Qualifications

• 2+ years of experience required, 3+ years preferred.
• All licenses must be obtained within 120 days from start date.
• Life and Health Insurance License required within 120 days.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service.
• Lead advisory teams to help high-net worth clients achieve financial goals.
• Manage a book of assigned clients and support financial plan recommendations.
• Build relationships and support advisors in implementing TIAA solutions.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Practice Management Strategy

Quantitative Analysis

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Wealth Management

Education

University Degree

Job description

A major financial services company located in Dallas, Texas is seeking a Wealth Client Relationship Manager. This role involves partnering with Wealth Management Advisors to provide exceptional service to high-net worth clients. Candidates should have at least 2 years of relevant experience and possess a deep understanding of investment solutions. The company offers a competitive salary ranging from $62,500 to $87,500 per year, with opportunities for incentive programs based on performance.