Wealth Management Advisor - Portland, OR

About the role

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. You Will Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests.

Responsibilities

• 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

Requirements

• 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

Preferred

• Life and Health Insurance License (Resident State)
• Multiple Issuers required
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I

Skills

• Business Development
• Client Relationship Management
• Collaboration
• Consultative Communication
• Continuous Improvement Mindset
• Practice Management Strategy
• Prioritizes Effectively
• Retirement Planning
• Selling
• Sales
• TIAA Products/Services Acumen
• Wealth Due Diligence
• Wealth Management Anticipated

Benefits

Rewarding the Practice You Build 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. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.

Related Skills

• Anticipated Posting End Date: 2026-08-31
• Base Pay Range: $100,000/yr - $110,000/yr