Wealth Management Advisor - Portland, OR

Nuveen; Portland (OR); Hybride; USD 120 000 - 200 000; Plein temps

Avantages offerts par ce poste

Hybrid-flex work arrangements

Tuition reimbursement

Top-tier retirement plan

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Investment solutions

Financial planning

People skills

Relationship management

Autonomy & accountability

Description du poste

Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients.

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.

Licenses & Certifications

• 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: Life and Health Insurance License (Resident State).
• Multiple Issuers required.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion.

Compensation

This is a sales role — in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.

Benefits

• 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.