Strategic Wealth Management Client Partner
Job in
City of White Plains, White Plains, Westchester County, New York, 10601, USA
Listed on 2026-03-01
Listing for:
TIAA
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Sales
Job Description & How to Apply Below
A financial services organization is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors. This role involves delivering comprehensive client service to high-net-worth individuals and supporting the implementation of financial plans. Ideal candidates should possess 2+ years of client relationship experience, relevant FINRA registrations, and a strong understanding of financial planning concepts. The position offers a salary range of $62,500 to $87,500 annually and requires obtaining necessary licenses within 120 days.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×