TIAA · 1 week ago
Wealth Advisor
Portland, OR
Full-time
Onsite
Mid, Senior Level
$80K/yr - $95K/yr
3+ years expTIAA is a market-leading retirement company that has been helping people secure their financial futures for over 100 years. The Wealth Advisor is responsible for partnering with clients to identify their financial goals, analyze their financial landscape, and develop tailored investment strategies to help them achieve their objectives.
FinanceFinancial ServicesLife Insurance
Responsibilities
Manages time and resources efficiently and effectively
Develops and implements strategic and tactical plans with strong considerations to client challenges
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans
Reviews client information, including financial statements, risk investment profile and cash availability
Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals
Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance
Works in a team environment to maintain a book of business and meet or exceed annual sales targets
Qualification
Required
3+ years financial services experience
Series 7, 63 and 65 (or 66) completed within 120 days of start date
Preferred
5+ years financial services experience
Series 7, 63 and 65 (or 66) completed
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
Company data provided by crunchbase