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Wealth & Client Relations Lead
Job in
Hackensack, Bergen County, New Jersey, 07601, USA
Listed on 2026-08-28
Listing for:
Teachers Insurance and Annuity Association of America
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Teachers Insurance and Annuity Association of America seeks a Wealth Client Relationship Manager to collaborate with Wealth Management Advisors, deepen client relationships, and grow practice through referrals. The role emphasizes understanding investment solutions, financial planning, and delivering tailored wealth strategies.
Ideal candidates have 2+ years in financial services, required Series 7/63/65/66 and life/health licenses within 120 days, and a drive for growth with accountability.
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