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Wealth Management Client Relationship Manager
TIAAWealth Management Client Relationship Manager at TIAA supporting high-net worth clients and partnering with advisors. Focused on building relationships and delivering financial solutions.
Posted 7/6/2026full-timeCharlotte • North Carolina, Pennsylvania, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $71,300 - $80,500 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and investment solutions while effectively managing client relationships. Possesses strong communication skills and an entrepreneurial mindset to uncover client needs and provide tailored solutions.
Highest-signal resume keywords
Financial PlanningInvestment SolutionsClient Relationship ManagementSeries 7 LicenseSeries 66 License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Financial PlanningInvestment SolutionsClient Relationship Management
Soft Skills
Effective CommunicationCuriosityProblem Solving
Certifications & Qualifications
Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License
Industry Keywords
Wealth ManagementHigh-Net Worth ClientsFinancial GoalsEntrepreneurial Mindset
About the role
Key responsibilities & impact- Partnering with Wealth Management Advisors on client relationships
- Supporting high-net worth clients in achieving financial goals
- Managing assigned book of clients
- Implementing financial plan recommendations
- Building meaningful and long-lasting relationships
- Communicating clearly and effectively
Requirements
What you’ll need- 2+ Years Required; 3+ Years Preferred work experience
- Deeply curious with a demonstrated ability to uncover the needs of the client
- Motivated by finding solutions with an entrepreneurial mindset
- Takes pride in knowledge of investment solutions and financial planning
- All licenses and registrations must be obtained within 120 days from start date
- Series 7 and 66 (63 or 65) passed
Benefits
Comp & perks- Comprehensive Total Rewards package
- Competitive compensation package
- Health and wellness offerings
- Retirement programs