Wealth Management Advisor — Build a High-Impact, Hybrid Practice

Nuveen; Portland (OR); Hybrid; USD 120,000 - 200,000; Full time

Benefits offered by this job

Hybrid-flex work arrangements

Tuition reimbursement

Top-tier retirement plan

Job summary

TIAA seeks a Wealth Management Advisor to develop and deepen relationships with an established book of high-net-worth clients. You will partner with clients to understand goals and deliver tailored financial strategies as a fiduciary.

As the primary contact, you will guide clients through retirement, expand relationships, and collaborate with internal specialists to provide comprehensive recommendations. Hybrid-flex work arrangements are offered.

Qualifications

• 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills — engage clients with authenticity, build trust, and act in clients' best interests.
• Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives.
• Thrives with both autonomy and accountability.

Responsibilities

• Partner with clients to understand goals and deliver tailored financial strategies as a fiduciary.
• Serve as the primary financial contact, guiding clients through retirement planning.
• Grow the practice by expanding existing relationships and leveraging wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.
• Bring a thoughtful, entrepreneurial approach to practice growth centered on clients' best interests.

Skills

Investment solutions

Financial planning

People skills

Relationship management

Autonomy & accountability

Job description

TIAA seeks a Wealth Management Advisor to develop and deepen relationships with an established book of high-net-worth clients. You will partner with clients to understand goals and deliver tailored financial strategies as a fiduciary.

As the primary contact, you will guide clients through retirement, expand relationships, and collaborate with internal specialists to provide comprehensive recommendations. Hybrid-flex work arrangements are offered.