Internal Advisor Consultant

The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor follow ups. In this role, the IAC stays current with portfolio and industry developments and masters all company product and service solutions.

** Key Responsibilities and Duties*
* + Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the assigned territory.

+ Partners and coordinates with Advisor Consultant on developing business and territory management plans.

+ Initiates outbound calls, email and engages in web conferences with top clients and prospects to market, educate and promote the company suite of products.

+ Profiles advisors and maintains a solid understanding of the company sales process.

+ Manages the team's pipeline and leads weekly calls to discuss follow ups and movement of opportunities through the pipeline funnel.

+ Collaborates across the internal team and shares best practices with team members.

+ Documents all Advisor activity in customer management system and updates calendars.

+ Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc.

** Educational Requirements*
* + University (Degree) Preferred

** Work Experience*
* + 2+ Years Required; 3+ Years Preferred

** FINRA Registrations*
* + SRC Indicator:
Series 7;
Series 63;
Series 65;
Series 66

** Physical Requirements*
* +

Physical Requirements:

Sedentary Work

** Career Level*
* 6IC

   
** Required Experience**  ​

+ 2 years of experience in Securities sales within the Financial Services industry

+ Series 7 & 66 (or combination of 63 & 65)

** Preferred Experience*
* + 3+ years in Financial Services industry

+ Bachelor's degree

+ A strong combination of sales and analytical skills

+ Significant knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios.

+ Excellent communication skills, both written and verbal.

+ Ability to profile clients.

+ Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information

Related Skills

Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management

** Anticipated Posting End Date:*
* Base Pay Range: $60,000/yr - $90,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________

** Company Overview*
* Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy.

Visit    to learn more about us.

** Our Culture of Impact*
* At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings…