Wealth Management Advisor - Portland

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.

• 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.

• 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).

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.

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

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.