Internal Advisor Consultant
Internal Advisor Consultant
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Salary Not Disclosed
1 Vacancy
Job Description
The Wealth Distribution 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 Wealth Distribution Internal Advisor Consultant is responsible for meeting daily outbound call goals email correspondences and advisor follow this role the Wealth Distribution 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 teams 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.
- University (Degree) Preferred
- 2 Years Required; 3 Years Preferred
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Physical Requirements: Sedentary Work
Career Level
6IC
Related SkillsBusiness 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: $52000/yr - $78000/yrActual 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 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 worlds 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 to learn more about us.
Our Culture of Impact
At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows 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 together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial well-being. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page and you can read more about your rights and view government notices here.
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.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Contract
Employment Type
Full-Time
