Wealth Management Advisor - Seattle, WA

Wealth Management Advisor

Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values.

• Deeply curious with a demonstrated ability to uncover the needs of the client.
• Giving and receiving constructive feedback are hallmarks of your character.
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
• Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic.
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.

• Partner with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
• Communicate complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
• Build meaningful and long‑lasting relationships, developing and implementing appropriate financial solutions.
• All required licenses must be obtained within 120 days from start date.

• University degree (preferred).

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience; required.
• 5+ years building long‑lasting relationships with affluent clients or equivalent experience; required.

• Series 7;
  Series 63;
  Series 65;
  Series 66.

• Life and Health Insurance License (Resident State) – multiple issuers required.
• Certified Financial Planner (CFP) – preferred.
• Chartered Financial Analyst – Level I – preferred. TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion.

• Sedentary work.

8IC

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.

2026‑01‑30

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 available on our careers home page. We provide accommodation for applicants with disabilities through accessibility support.

To request a reasonable accommodation to complete a job application please contact our accessibility support team:

• Phone: (800) 842‑2755
• Email: accessibility.support