WEALTH MANAGEMENT ADVISORS
Offering highly sophisticated financial planning and one-on-one advice
TIAA’s wealth management professionals know that one size does not fit all – no cookie-cutter solutions found here.
Our wealth management advisors are equipped to meet the diverse and complex needs of our individual customers. They are tasked with managing and growing an assigned book of affluent customers, leveraging a robust team of in-house experts, including trust, estate, tax, portfolio managers and operational support. Because our planning-based approach is product agnostic, advisors design the right solutions that truly align with our clients’ financial needs and goals.
We prepare our advisors for success with comprehensive training and tools. This includes a training program, mentorship program, peer coaching support, and ongoing education on investments, wealth management, new financial tools and company products.
We are looking for individuals to join our growing, dynamic team of professionals who have three or more years of advisory experience as a lead relationship manager for high net worth/affluent clients, proven experience in generating business, and a broad background in retirement products, general investment matters and applicable tax and estate planning issues. Professionals with existing FINRA Series 7, 66 (or 63 and 65) registrations and appropriate state life insurance licenses are highly preferred. Certified Financial Planner (CFP) designation also strongly preferred.
Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.
MEET OUR PEOPLE
Wealth Management Advisor | Fort Collins/Northern Colorado
B.S., Business Management, University of Illinois at Chicago
Employee and participant since 2014
Michelle held several high-level banking positions before moving to Colorado to start a new life with her husband and infant son. Prior to her employment at TIAA, Michelle established and operated an independent financial advising practice. She has been a member of various Committees and Chambers of Commerce for Women in Business.
What do you enjoy most about working at TIAA?
How do you explain what you do to people outside of the industry?
Describe the importance of sustainable/socially responsible investing.
TIAA traces its roots back nearly 100 years to one of history’s great philanthropists, Andrew Carnegie.
We blend the heritage and heart of our mission with the high performance of a global financial services organization, enabling us to impact millions of lives.
TIAA has offices in 17 countries and invests globally.
Thousands of TIAA employees volunteer each year at community events.
TIAA supports financial literacy in high schools through volunteer days across the country.
TIAA employees receive paid time off to participate in enterprise-approved community service projects.
TIAA offers a year-round matching gifts program for all employee donations to accredited colleges and universities and K-12 schools.