Internal Advisor Consultant

TIAA Jobs

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 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 economy.

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

  • Collaborate across internal teams
  • Share best practices with team members
  • Culture of Impact
  • Future-focused skills and AI tools

Key Requirements

  • 2+ Years of Securities sales experience
  • Series 7 & 66 (or 63 & 65) FINRA Registrations
  • University Degree Preferred
  • 3+ Years Financial Services industry experience Preferred

Work Rights

Not specified

Tailored Resume

Cover Letter