Director, Wealth Management Coach
$160k/y-$170k/y
TIAAa day ago
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OnsiteFull-timeSenior
Summary
TIAA is seeking a Director, Wealth Management Coach to join their team in San Diego, CA. The role focuses on enabling client-facing Wealth Management associates to provide comprehensive financial advice aligned with clients' long-term interests.
About the Role
As the Director, Wealth Management Coach, you will build and maintain relationships with Wealth Management associates, coach them to meet client goals, collaborate with leaders to develop coaching plans, educate associates on TIAA's solutions, and act as a subject matter expert in financial planning concepts.
About You
Required:
- 5+ years of experience in Wealth Management or related field.
- FINRA Registrations: Series 7, Series 63, Series 65, Series 66.
- Life and Health Insurance License (Resident State) - Multiple Issuers required.
Preferred:
- 7+ years of experience in Wealth Management or related field.
- University degree in a relevant field.
Benefits
- Comprehensive Total Rewards package including a superior retirement program.
- Highly competitive health, wellness, and work-life offerings.
TIAA
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided pensions, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come. Visit tiaa.org to learn more about preparing for a more secure retirement. For our Terms of Use, please visit ter.li/termsofuse. 4127037
San Diego, CA