layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Wealth Management Advisor - Portland, OR
TIAA
Portland, OR, USA; Portland, OR - 9900 SW Greenburg Rd
Source: TIAA careers · View original posting
- Pay
- $110,000 — $110,000 USD per year
- Employment
- full time
Employer job description
From TIAA's posting. “We” and “our” refer to the employer.
Rooted in Mission. Powered by Your Practice.
As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:
- 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