Fiduciary Wealth Advisor | Growth & Retirement Strategy

TIAA; Portland (OR); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Hybrid-flex work arrangements

Tuition reimbursement

Industry-leading retirement plan

Robust professional development

Job summary

TIAA in Portland, OR is seeking a dedicated financial advisor to partner with clients, understand goals, and deliver tailored strategies. You will act as their fiduciary, guiding them into retirement while expanding relationships across TIAA’s wealth-management capabilities.

This sales‑oriented role offers a competitive base with variable compensation, a strong benefits package, and hybrid‑flex work arrangements supported by ongoing professional development.

Qualifications

• 5+ years of experience managing a book of business and building relationships with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Excellent interpersonal skills and fiduciary mindset.
• Solutions-oriented with ability to drive growth and accountability.
• Autonomy with strong responsibility for client outcomes.

Responsibilities

• Partner with clients to understand goals and deliver tailored financial strategies.
• Serve as primary financial contact, guiding clients through retirement.
• Grow practice by expanding relationships and leveraging TIAA capabilities.
• Collaborate with internal specialists to provide comprehensive recommendations.
• Bring a proactive, entrepreneurial approach to practice growth.

Skills

Relationship management

Investment knowledge

Communication skills

Autonomy

Sales aptitude

Education

FINRA licenses and state licenses

Job description

TIAA in Portland, OR is seeking a dedicated financial advisor to partner with clients, understand goals, and deliver tailored strategies. You will act as their fiduciary, guiding them into retirement while expanding relationships across TIAA’s wealth-management capabilities.

This sales‑oriented role offers a competitive base with variable compensation, a strong benefits package, and hybrid‑flex work arrangements supported by ongoing professional development.