Advisor Consultant

The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation) performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to drive sales in their defined territory across all products offered by Nuveen. He or she will partner closely with team members including Market Leaders Advisor Consultants and Specialists and within the region. The position will be responsible for maintaining current client assets cross selling producing advisors and converting prospects to clients.

Key Responsibilities and Duties

• Develop consultative relationships with financial advisors across the wire independent and RIA distribution channels in an effort to grow the market share of Nuveens products and drive revenue for the firm.
• Effectively communicate in depth understanding of Nuveens solutions capital markets and industry trends.
• Incorporate data analytics into territory to identify best opportunities for success.
• Work effectively in a team environment with Market Leader Advisor Consultants Specialists and Internal Advisor Consultants in market.
• Manage pipeline process to keep track of opportunities through different stages of sales process.
• Collaborate and share best practices across the regional teams.
• Support US Wealth Advisory Services broader campaigns and initiatives as needed on the entire product suite.
• Conduct discovery work to review the opportunities within our clients asset allocation and determine Nuveen investment solutions that may fit within their recommended allocations.
• Develop and maintain relationships with centers of influence in territory.
• Attend industry conferences/events.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3 Years Required; 5 Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

QUALIFICATIONS

Required:

3 years of wholesaling experience

Preferred:

5 years of wholesaling experience

FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire

Bachelors 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

Anticipated Posting End Date:

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 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:

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

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