Advisor Consultant

About the role

The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The role works within the US Wealth Advisory Services team to drive sales in their defined territory across all products offered by Nuveen, partnering closely with team members including Market Leaders, Advisor Consultants, and Specialists. Responsibilities include maintaining current client assets, cross-selling producing advisors, and converting prospects to clients.

Responsibilities

• Develop consultative relationships with financial advisors across wire, independent, and RIA distribution channels to grow Nuveen’s market share and drive revenue.
• Effectively communicate in-depth understanding of Nuveen’s solutions, capital markets, and industry trends.
• Incorporate data analytics into territory management to identify the best opportunities for success.
• Work effectively in a team environment with Market Leaders, Advisor Consultants, Specialists, and Internal Advisor Consultants.
• Manage the pipeline process to track opportunities through different stages of the sales process.
• Collaborate and share best practices across regional teams.
• Support broader US Wealth Advisory Services campaigns and initiatives across the entire product suite.
• Conduct discovery work to review opportunities within clients’ asset allocations and determine suitable Nuveen investment solutions.
• Develop and maintain relationships with centers of influence in the territory.
• Attend industry conferences and events.

Requirements

• 3+ years of wholesaling experience (5+ years preferred).
• FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire.
• Bachelor’s degree.
• Strong combination of sales and analytical skills.
• Significant knowledge of financial markets, both equity and fixed income, with the ability to articulate investment discipline and portfolio specifics.
• Excellent written and verbal communication skills.
• Ability to profile clients and prioritize large amounts of information.
• Excellent planning, organization, and time management skills.

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

Benefits

The organization offers a comprehensive Total Rewards package designed to support associates' physical, emotional, and financial well-being. Benefits include a superior retirement program and highly competitive health, wellness, and work-life offerings.