Internal Advisor Consultant

TIAA Jobs

Charlotte, NC, United States
Base: $60,000pyr - $90,000pyr; bonus: performance-...
2+ years securities sales experience
Series 7 and series 66 licenses
Outbound calling and email correspondence
The Internal Advisor Consultant proactively builds business partnerships with advisors to drive sales and convert prospects to clients

Job Summary

  • The Internal Advisor Consultant proactively builds business partnerships with advisors to drive sales and convert prospects to clients.
  • This role requires meeting daily outbound call goals while managing a pipeline of opportunities through weekly follow-up calls.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

The Internal Advisor Consultant proactively builds business partnerships with advisors to drive sales and convert prospects to clients.

Salary

Base: $60,000/yr - $90,000/yr; Bonus: Performance-linked incentive programs possible; Benefits: Comprehensive retirement, health, and wellness offerings

Skills & Requirements

Must-have

  • 2+ years securities sales experience
  • Series 7 and Series 66 licenses
  • Outbound calling and email correspondence
  • Pipeline management and territory planning
  • Knowledge of mutual funds and ETFs

Nice-to-have

  • 3+ years financial services background
  • Bachelor's degree preferred
  • Strong analytical and communication skills
  • Experience with managed accounts
  • Collaborative team environment

Key Requirements

  • 2+ years in Securities sales
  • Series 7 & 66 (or 63 & 65)
  • Bachelor's degree preferred
  • US work authorization required

Work Rights

Not specified

Tailored Resume

Cover Letter