Wealth Management Client Relationship Manager
Jobtailor
Responsibilities Partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients Operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals Builds meaningful and long‑lasting relationships, while supporting advisors to implement TIAA advice and planning solutions Requirements 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Life and Health Insurance License (Resident State) – Multiple Issuers required within 120 Days Soft Skills client service relationship building operational leadership financial goal achievement Certifications & Qualifications Series 7 Series 63 Series 65 Series 66 Life and Health Insurance License #J-18808-Ljbffr
Vacancy posted 10 hours ago
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