More jobs:
Wealth Client & Relationships Lead
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-07-24
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
TIAA Wealth Management seeks a Wealth Client Relationship Manager to partner with Advisors in delivering client service and coordinating financial planning for high-net-worth clients. You will lead a book of assigned clients, support implementation of recommendations, manage relationships, and ensure licenses are obtained within 120 days.
This role requires strong relationship-building, proactive service, and a deep understanding of investment solutions and financial planning.
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