Internal Advisor Consultant

tiaa.jobs

Unknown
Base: $60,000pyr - $90,000pyr; bonus/equity: incen...
Securities sales experience
Consultative relationship building
Pipeline and territory management
The Internal Advisor Consultant proactively builds business partnerships with advisors to grow market share and maintain client assets within a defined territory

Job Summary

  • The Internal Advisor Consultant proactively builds business partnerships with advisors to grow market share and maintain client assets within a defined territory.
  • The role involves meeting daily outbound call goals, managing pipelines, and supporting broader campaigns across a comprehensive suite of financial products.
  • TIAA and Nuveen foster a collaborative culture focused on innovation, associate growth, and delivering lasting impact for clients and communities.

Matching Summary

The Internal Advisor Consultant proactively builds business partnerships with advisors to grow market share and maintain client assets within a defined territory.

Salary

Base: $60,000/yr - $90,000/yr; Bonus/Equity: Incentive programs linked to performance; Benefits: Comprehensive Total Rewards package including retirement and health offerings

Skills & Requirements

Must-have

  • Securities sales experience
  • Consultative relationship building
  • Pipeline and territory management
  • Client relationship management
  • Financial product knowledge
  • Outbound calls and email follow ups

Nice-to-have

  • Collaboration across teams
  • Excellent communication skills
  • Strong planning and organization
  • Digital savviness
  • Sales and analytical skills
  • Knowledge of equity and fixed income markets

Key Requirements

  • 2+ years securities sales experience
  • Series 7 and 66 licenses preferred
  • Bachelor's degree preferred
  • 3+ years financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter