Internal Advisor Consultant
About the role
The Internal Advisor Consultant (IAC) partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross-sell advisors and convert prospects to clients. This role involves managing the team's pipeline and leading weekly calls to discuss follow-ups and movement of opportunities through the pipeline funnel.
Responsibilities
- 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.
- 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.
Requirements
- University (Degree) Preferred
- Work Experience: 2+ Years Required; 3+ Years Preferred
- FINRA Registrations: SRC Indicator: Series 7; Series 63; Series 65; Series 66
Qualifications
- 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
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
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).
Pay
$54,000/yr - $70,000/yr
Schedule
Sedentary Work
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 Culture of Impact
We are 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.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace.