WM Client Relationship ConsultantThe WM Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation.Key Responsibilities and Duties

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Qualifications2 Years Required; 3 Years PreferredUniversity (Degree), PreferredFINRA RegistrationsSRC Indicator: Series 7; Series 63; Series 65; Series 66Physical RequirementsPhysical Requirements: Sedentary WorkCareer Level6ICADDITIONAL JOB DESCRIPTION to complement REQUIREMENTS:FINRA Registrations:   In addition to the required Series 7 and 66 (or 63 and 65) licenses, the appropriate State Life and Health Insurance licenses are also required. If you do not currently carry all required licenses and you are hired for the position, the necessary license(s) must be obtained within 120 days from your start date.2 years’ required experience includes:working independently and delegating non-registered items to support teamsassisting clients with retirement products and solutions, general investment matters and applicable tax and estate planning issuesdemonstrated ability to multi-task and prioritizegenerating sales from warm leadscomputer skills that include working knowledge with Microsoft Office suite, CRM, and proprietary systemsLOCATIONS:Until determined otherwise, position on an interim basis offers flexibility to work from a home office; yet, the candidate is targeted to be physically located in the following location:  First preference: Philadelphia, PA metropolitan marketplace or Charlotte, NC metropolitan marketplace.Potential Salary: $70,500.00 USDActual 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, non-annual sales incentive plans, or other non-annual incentive plans)._________________Company OverviewTIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s 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 well-being. To learn more about your benefits, please review ourBenefits Summary.EqualOpportunityWe are an EqualOpportunity/AffirmativeAction Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.Read more about the Equal Opportunity Lawhere.Accessibility SupportTIAA 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: (800) 842-2755Email:accessibility.support@tiaa.orgPrivacy NoticesFor residents of California, please clickhereto access the TIAA CA Applicant Privacy Notice.For residents of the EU / UK, please clickhereto access the EU / UK Pre-employment Notice.For all other residents, clickhereto access the Applicant Privacy Notice.

Qualifications

FINRA Registrations

Physical Requirements

Career Level6IC

ADDITIONAL JOB DESCRIPTION to complement REQUIREMENTS:

FINRA Registrations:   In addition to the required Series 7 and 66 (or 63 and 65) licenses, the appropriate State Life and Health Insurance licenses are also required. If you do not currently carry all required licenses and you are hired for the position, the necessary license(s) must be obtained within 120 days from your start date.

2 years’ required experience includes:

LOCATIONS:Until determined otherwise, position on an interim basis offers flexibility to work from a home office; yet, the candidate is targeted to be physically located in the following location:  First preference: Philadelphia, PA metropolitan marketplace or Charlotte, NC metropolitan marketplace.

Potential Salary: $70,500.00 USD

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, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s 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 well-being. To learn more about your benefits, please review ourBenefits Summary.

EqualOpportunity

We are an EqualOpportunity/AffirmativeAction Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Lawhere.

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: (800) 842-2755

Email:accessibility.support@tiaa.org

Privacy Notices

For residents of California, please clickhereto access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please clickhereto access the EU / UK Pre-employment Notice.

For all other residents, clickhereto access the Applicant Privacy Notice.