Director, Wealth Management Coach-Hackensack, NJ

Wealth Management Coach

The Director, Wealth Management Coach enables client-facing Wealth Management associates to deliver objective, comprehensive financial advice across the full spectrum aligned with clients' long-term interests. The role involves coaching advisors through planning, one‑on‑one, and group sessions, collaborating with leaders, and serving as a subject‑matter expert in financial planning concepts.

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

• 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.

• Sedentary work.

9IC

Base salary range: $160,000 to $170,000 per year, with potential incentive and bonus opportunities.

Includes a superior retirement program, competitive health and wellness benefits, and other work‑life offerings.

TIAA is an Equal Opportunity Employer. Discrimination on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status is prohibited.