TIAA Verified 2d ago
Wealth Management Client Relationship Manager
White Plains, NY, USAAll locationsWhite Plains, NY, USACharlotte Main 8500 Carnegie BlvdNew York, NY, USA On-site
$71,300 a yearPay$71,300
TypeFull-time
Work settingOn-site
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
What you'll bring
- All licenses and registrations must be obtained within 120 days from start date.
- Work Experience • 2+ Years Required
- 2+ years of financial services experience
- Series 7 and 66 (or 63 and 65) passed within 120 days of start date
- Educational Requirements • University (Degree) Preferred
- Series 7 and 66 (or 63 and 65) passed
- 3+ years of financial services experience
- 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
Benefits
Medical Insurance
Locations
White Plains, NYCharlotte Main 8500 Carnegie BlvdNew York, NY