Wealth Management Advisor - Portland, OR

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

Responsibilities

• Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests.
• Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement.
• Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.
• Bring a thoughtful, creative, and entrepreneurial approach to practice growth—always centered on what's best for your clients.

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 naturally, and always act in their best interests.
• Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives.
• Thrives with both autonomy and accountability.
• FINRA Series 7 and Series 63; Series 65 or 66.
• Life and Health Insurance License—all licenses must be obtained within 120 days of start date.

Preferred Qualifications

• Life and Health Insurance License (Resident State) Multiple Issuers required.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I (TIAA will cover cost and increase base salary upon successful completion).

Compensation

Base Pay Range: $100,000/yr – $110,000/yr.

This is a sales role—eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Total compensation extends well beyond base salary and grows as your practice grows.

Benefits

We offer an industry‑leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid‑flex work arrangements, and robust professional development resources.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Posting End Date

2026-08-31