About this role
Director, Wealth Management Coach-Hackensack, NJ at Tiaa. Location: Hackensack or New York. Role: coaching associates, developing plans, educating associates Requirements: 5+ years experience required (7+ preferred). University degree preferred. FINRA Series 7/63/65/66 required. Life and Health insurance license (resident state) required. Strong coaching, client relationship, and planning skills. Category: Finance and Accounting Seniority: Senior Level Certifications: series 7, series 63, series 65, series 66, life and health insurance Commitment: Full Time Workplace: Onsite Languages: English