TIAA's Wealth Management Director leads an integrated team of advisors to cultivate client relationships and expand wallet share within the market. The role executes strategic business plans and ensures a seamless client experience across touchpoints, using TIAA's resources in estate planning, portfolio management, and insurance planning.
Required are 8+ years in financial services and FINRA licensing (Series 7/66 or 63/65).
#J-18808-LjbffrWealth Management Director: Growth & Client Experience in frisco at Unknown Company
This position is listed as full time and onsite.