About this role
Client Relationship Manager at Tiaa. Location: Dallas or Frisco or Charlotte. Role: partnering advisors, managing clients, supporting implementation Requirements: 2+ years experience; partner with advisors to support high-net-worth clients; obtain FINRA registrations (Series 7/63/65/66) and resident life & health insurance license within 120 days; university degree preferred. Category: Business Development Seniority: Entry Level Certifications: series 7, series 63, series 65, series 66, life and health insurance Commitment: Full Time Workplace: Onsite Languages: English