About this role
Wealth Management Advisor - Portland, OR at Tiaa. Location: Portland, Oregon, United States. Role: managing relationships, developing practice, advising clients Requirements: 5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63 (and Series 65/66), life and health insurance license within 120 days, strong client relationship and sales skills. Category: Sales Seniority: Senior Level Commitment: Full Time Workplace: Hybrid Languages: English