WM Client Relationship Consultant
TIAACharlotte, North Carolina, United States
Posted April 8, 2026
62500 - 87500 USD
Full Time
About the Company
TIAA is a market-leading retirement company fueled by world-class asset management, on a mission to build on its 100+ year legacy of delivering for its clients while evolving to meet tomorrow's challenges.
Job Description
Wealth Client Relationship Manager at TIAA, partnering with Wealth Management Advisors to deliver client service and support high-net worth clients. Must have 2+ years of experience, FINRA registrations, and licenses.
Requirements
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well as your understanding of the importance of financial planning.
Benefits
- Retirement Plan
- Generous Paid Time Off
- 401k Matching
- Health, wellness and work life offerings