About this role
Role Overview
- Build and maintain close relationships with client facing Wealth Management associates.
- Coach and motivate client-facing Wealth Management associates.
- Collaborate with client facing leaders to develop coaching plans.
- Educate and coach client-facing associates on TIAA’s solutions and tools.
- Participate as a keynote speaker at client seminars and client meetings.
Requirements
- 5+ Years Required; 7+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State)
- Multiple Issuers required
Benefits
- Health insurance
- Retirement plans
- Comprehensive Total Rewards package
- Flexible work arrangements
- Professional development opportunities