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Wealth Management Advisor - Portland, OR at TIAA - ApplyBlast

Wealth Management Advisor - Portland, OR

TIAA

4 months ago

3.6 on Glassdoor

Portland, OR

Hybrid

Full Time

Senior

0 applicants

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About this role

As a Wealth Management Advisor at TIAA, you will develop a high-quality practice by managing relationships with high-net-worth clients and delivering tailored financial strategies. You will serve as the primary financial contact, guiding clients through retirement planning while proactively growing your book of business through collaboration with internal specialists.

Responsibilities

Develop and manage a high-quality wealth management practice
Deliver tailored financial strategies to high-net-worth clients
Guide clients through complex financial situations and retirement
Proactively grow practice by expanding existing client relationships
Collaborate with internal specialists to deliver comprehensive recommendations

Skills

Qualifications

FINRA Series 7FINRA Series 63Series 65 or 66Life and Health Insurance LicenseCFP or CFA Level I

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.