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Client Relationship Consultant

Charlotte, NC

WM Client Relationship Consultant
The WM Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation.

Key Responsibilities and Duties

  • Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
  • Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.
  • Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.
  • Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
  • Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).
  • Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs.
  • Identifies sales and asset retention opportunities.
  • Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
  • Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services.

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  • 2 Years Required; 3 Years Preferred

  • University (Degree), Preferred

FINRA Registrations

  • SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level


FINRA Registrations:   In addition to the required Series 7 and 66 (or 63 and 65) licenses, the appropriate State Life and Health Insurance licenses are also required. If you do not currently carry all required licenses and you are hired for the position, the necessary license(s) must be obtained within 120 days from your start date.

2 years’ required experience includes:

  • working independently and delegating non-registered items to support teams
  • assisting clients with retirement products and solutions, general investment matters and applicable tax and estate planning issues
  • demonstrated ability to multi-task and prioritize
  • generating sales from warm leads
  • computer skills that include working knowledge with Microsoft Office suite, CRM, and proprietary systems

LOCATIONS:  Until determined otherwise, position on an interim basis offers flexibility to work from a home office; yet, the candidate is targeted to be physically located in the following location:  First preference: Philadelphia, PA metropolitan marketplace or Charlotte, NC metropolitan marketplace.

Potential Salary: $70,500.00 USD

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 


Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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


Privacy Notices

For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

For all other residents, click here to access the Applicant Privacy Notice.

Client-provided location(s): Charlotte, NC, USA
Job ID: 5ed8f835a171930153811008aa1a79d3286f53f3fb6bb93235014e3cb0717f73
Employment Type: Other