Internal Advisor Consultant

TIAA

Base: $60,000pyr - $90,000pyr; bonus/equity: pyrti...
Build business partnerships with advisors
Maintain current client assets
Drive sales and cross sell
The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory

Job Summary

  • The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory.
  • 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.
  • Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.

Matching Summary

The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory.

Salary

Base: $60,000/yr - $90,000/yr; Bonus/Equity: Participation in an incentive program linked to performance; Benefits: Comprehensive Total Rewards package

Skills & Requirements

Must-have

  • build business partnerships with advisors
  • maintain current client assets
  • drive sales and cross sell
  • meet daily outbound call goals
  • master company product solutions
  • develop consultative relationships

Nice-to-have

  • strong sales and analytical skills
  • articulate investment discipline
  • collaborate across internal team
  • future-focused skills and AI tools

Key Requirements

  • 2+ Years of experience required
  • Series 7; Series 63; Series 65; Series 66
  • University (Degree) Preferred
  • 3+ Years Preferred

Work Rights

Not specified

Tailored Resume

Cover Letter