Director Wealth Management Coach-Frisco TX
Director Wealth Management Coach-Frisco TX
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Salary Not Disclosed
1 Vacancy
Job Description
The Director Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients longterm interests. This job requires an understanding of clients unique financial objectives as identified through the client engagement model. The role engages in planning oneonone and group coaching with advisors as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management.
Key Responsibilities and Duties
- Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate clientfacing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team.
- Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results.
- Educate and coach clientfacing Wealth Management associates on TIAAs solutions and tools within the framework of TIAAs Client Engagement Model.
- Participate as a keynote speaker at client seminars as needed and join client meetings as an opportunity to coach/showcoach client facing associates.
- Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates.
- University (Degree) Preferred
- 5 Years Required; 7 Years Preferred
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State) Multiple Issuers required
- Physical Requirements: Sedentary Work
Career Level
9IC
Related SkillsBusiness Development Client Relationship Management Collaboration Consultative Communication Continuous Improvement Mindset Due Diligence Practice Management Strategy Prioritizes Effectively Quantitative Analysis Retirement Planning Selling Sales TIAA Products/Services Acumen Wealth Due Diligence Wealth Management
Anticipated Posting End Date:
Base Pay Range: $160000/yr. $170000/yr.Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location. In addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Director
Employment Type
Full-Time
