**Wealth Client Relationship Manager**
The Wealth Client Relationship Manager collaborates with advisors to assist high-net-worth clients by overseeing designated accounts and executing financial planning strategies. This position plays a critical leadership role within advisory teams to guide clients towards their financial objectives through efficient collaboration and transparent communication. Applicants should possess a minimum of 2 years of relevant experience, and a university degree is ideal. The role necessitates securing Series 7, 63, 65, or 66 licenses, along with a Life and Health Insurance license, within 120 days of commencing employment.
TIAA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
