Teams at TIAA

The Portfolio Manager oversees investment portfolios for high net worth clients, providing personalized advice, executing transactions, and maintaining client relationships while analyzing market trends and economic factors.

Provide in-person and virtual financial planning and product advice to retirement plan participants and beneficiaries; educate, recommend, and facilitate purchases of investment, annuity, insurance, and banking products; execute transactions and service requests; develop institutional relationships; use tax and investment strategies to meet clients' short- and long-term goals. Obtain required licenses and registrations within 120 days and support regional client visits.

The Wealth Advisor collaborates with clients to develop tailored financial plans, analyzes financial landscapes, and aims to grow the client base through referrals and investment strategies.