More jobs:
Wealth Client & Relationship Lead
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-05-23
Listing for:
TIAA
Full Time
position Listed on 2026-05-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Portfolio Manager
Job Description & How to Apply Below
TIAA is seeking a Wealth Client Relationship Manager in Phoenix, Arizona. The role involves partnering with Wealth Management Advisors to deliver exceptional service to high-net worth clients, managing client portfolios, and ensuring the execution of financial plans. Candidates should have a university degree and 2+ years of experience. Required licenses include Series 7, 63, and 65, which must be obtained within 120 days.
A base salary ranging from $62,500 to $87,500 annually is offered.
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