FreshRemote.Work

Advisor Consultant

Colorado - Virtual

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 Nuveen’s products and drive revenue for the firm.

  • Effectively communicate in depth understanding of Nuveen’s 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 client’s 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

• 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:

2024-06-17

Base Pay Range: $75,000/yr. - $105,000/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). 

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Company Overview

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

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. That’s 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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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: (800) 842-2755

Email: accessibility.support@tiaa.org

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.

For Applicants of Nuveen residing in Europe and APAC, please click here.

For Applicants of Greenwood residing in Brazil (English), click here.

For Applicants of Greenwood residing in Brazil (Portuguese), click here

For Applicants of Westchester residing in Brazil (English), click here.

For Applicants of Westchester residing in Brazil (Portuguese), click here

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Job Profile

Regions

North America

Countries

United States

Benefits/Perks

Superior retirement program

Skills

Business Development Capital Markets Client relationship management Collaboration Communication Relationship Management Sales Territory Management

Tasks
  • Attend industry conferences/events
  • Collaborate with team members
  • Communicate Nuveen's solutions and industry trends
  • Conduct discovery work on client's asset allocation
  • Develop consultative relationships with financial advisors
  • Develop relationships with centers of influence
  • Incorporate data analytics for identifying opportunities
  • Manage pipeline process
  • Support broader campaigns and initiatives
Experience

3+ years

Education

University Degree

Certifications

Series 63 Series 65 Series 66 Series 7

Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9