Director, Wealth Management Coach- Glendale

Key Responsibilities and Duties

• Build and maintain close relationships with client‑facing Wealth Management associates.
• Coach and motivate associates to meet comprehensive client goals by identifying productivity enhancements and best practices.
• Collaborate with client‑facing leaders to develop coaching plans that influence client‑centric and comprehensive sales practices to deliver results.
• Educate associates on TIAA’s solutions and tools within the framework of the Client Engagement Model.
• Participate as a keynote speaker at client seminars and join client meetings as an opportunity to coach or show‑coach associates.
• Act as a subject‑matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support associates.

• University (Degree) – Preferred

• 5+ Years Required; 7+ Years Preferred

• FINRA Registrations:
  Series 7;
  Series 63;
  Series 65;
  Series 66
• Life and Health Insurance License (Resident State) – Multiple Issuers required

• Sedentary work

• Business Development
• Client Relationship Management
• Collaboration
• Consultative Communication
• Continuous Improvement Mindset
• Due Diligence
• Practice Management Strategy
• Prioritization Effectively
• Quantitative Analysis
• Retirement Planning Selling
• Sales
• TIAA Products/Services Acumen
• Wealth Management

The organization is committed to making financial well‑being possible for its clients and equally committed to the well‑being of its associates. We offer a comprehensive Total Rewards package, including a superior retirement program and competitive health, wellness, and work‑life offerings designed to support associates in achieving their personal and professional goals.

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. Our full EEO & Non‑Discrimination statement is available on our careers home page.