Wealth Management Advisor - Portland, OR

TIAA • Portland, OR

6d • $100,000 - $110,000 • Hybrid

About The Position

The Wealth Management Advisor develops a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. The advisor acts as a fiduciary, serves as clients’ primary financial contact, and delivers tailored strategies to help them navigate complex financial situations and retirement. The role grows the practice by expanding existing relationships and engaging TIAA’s wealth management capabilities, while collaborating with internal specialists to anticipate client needs and provide comprehensive recommendations. Practice growth should be thoughtful, creative, and entrepreneurial, with clients’ best interests at the center.

This is a sales role with base salary and eligibility for variable compensation tied to the advisor’s book of business, sales performance, and key performance metrics. As the practice grows, the position may offer promotion opportunities that can unlock additional compensation enhancements.

Requirements

• At least 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, including the ability to engage clients authentically, build trust, and act in their best interests.
• A solutions-oriented mindset and drive to make a meaningful difference in clients’ financial lives.
• Ability to thrive with both autonomy and accountability.
• FINRA Series 7 and Series 63 licenses, and Series 65 or 66.
• Life and Health Insurance License; all licenses must be obtained within 120 days of the start date.

Nice To Haves

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

Responsibilities

• Manage and deepen relationships with an established book of high-net-worth clients.
• Understand clients’ goals and deliver tailored financial strategies as a fiduciary, acting in their best interests.
• Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement.
• Grow the 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.
• Use a thoughtful, creative, and entrepreneurial approach to practice growth while prioritizing clients’ best interests.

Benefits

• Competitive variable compensation tied to book of business, sales performance, and key performance metrics.
• Promotion opportunities that may unlock additional compensation enhancements as the practice grows.
• Industry-leading benefits package.
• Top-tier retirement plan.
• Tuition reimbursement.
• Hybrid-flex work arrangements.
• Professional development resources.
• Competitive health, wellness, and work-life offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed