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Director, Wealth Management Coach

Type:
Full Time
Location(s):
  • San Diego, CA 92122, United States
  • 35 North Lake Avenue, Pasadena, CA 91101, United States
  • 1676 North California Boulevard, Walnut Creek, CA 94596, United States
Date Posted:
Salary:
Base Pay Range: $160,000/yr - $170,000/yr
Job Posting End Date:
2025-09-12-07:00
Job ID:
R250800349
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Wealth Management Coach
The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management.

Key Responsibilities and Duties
  • Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team.
  • Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results.
  • Educate and coach client-facing Wealth Management associates on TIAA’s solutions and tools within the framework of TIAA’s Client Engagement Model.
  • Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show-coach client facing associates.
  • Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 5+ Years Required; 7+ Years Preferred
FINRA Registrations
  • SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications
  • Life and Health Insurance License (Resident State) - Multiple Issuers required
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
9IC

Company Overview

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

See our full Equal Employment Opportunity & Non-Discrimination statement below. You can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here.

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