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TIAA

Wealth Management Coach

TIAA

Wealth Management Coach enhancing the financial advisory capabilities of client-facing associates at TIAA. Building relationships and coaching associates to achieve client comprehensive goals.

Posted 7/8/2026full-timeNew York City • New Jersey, New York • 🇺🇸 United StatesMid-LevelSenior💰 $155,000 - $167,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning concepts and effective coaching strategies to enhance the performance of client-facing Wealth Management associates. Proven ability to build relationships and influence behaviors to achieve client goals.

Highest-signal resume keywords
Financial Planning ExpertiseCoaching and MentoringClient Relationship ManagementPublic SpeakingFINRA Registrations

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
Motivational LeadershipCollaboration
Certifications & Qualifications
Series 7Series 63Series 65Series 66Life and Health Insurance License
Industry Keywords
Wealth ManagementClient SeminarsCoaching PlansClient GoalsSubject Matter Expert

About the role

Key responsibilities & impact
  • Build and maintain close relationships with client facing Wealth Management associates
  • Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients
  • Collaborate with client facing leaders to develop coaching plans to influence behaviors
  • Educate and coach client-facing Wealth Management associates on TIAA’s solutions
  • Participate as a keynote speaker at client seminars and join client meetings for coaching
  • Act as a subject matter expert in financial planning concepts

Requirements

What you’ll need
  • 5+ Years Required; 7+ Years Preferred Work Experience
  • FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
  • Life and Health Insurance License (Resident State) - Multiple Issuers required

Benefits

Comp & perks
  • Comprehensive Total Rewards package
  • Superior retirement program
  • Highly competitive health, wellness and work life offerings