Advisor Consultant

TIAA; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

TIAA seeks an Advisor Consultant to manage a defined territory within US Wealth Advisory Services, driving sales for Nuveen products. You will build consultative relationships with financial advisors across multiple channels and collaborate with Market Leaders, Advisor Consultants, and Specialists to grow assets and cross-sell solutions.

Responsibilities include pipeline management, delivering market insights, and aligning client allocations with Nuveen investment strategies while attending

Qualifications

• 3+ years of wholesaling experience.
• Strong sales and analytical skills.
• Excellent communication and relationship-building abilities.

Responsibilities

• Develop consultative relationships with financial advisors across wire, independent and RIA channels to grow Nuveen product market share.
• Communicate in-depth understanding of Nuveen solutions, capital markets and industry trends.
• Incorporate data analytics to identify best opportunities in territory.
• Collaborate with Market Leader, Advisor Consultants, Specialists and Internal Advisor Consultants.
• Manage pipeline to track opportunities through sales stages.
• Support broader campaigns and initiatives across the product suite.
• Conduct discovery to align client asset allocations with Nuveen investment solutions.

Skills

Wholesaling

Sales acumen

Communication

Analytical skills

Client profiling

Education

Bachelor's degree

Job description

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

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

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But we\u2019re not just another legacy financial services firm. We\u2019re fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we\u2019re on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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 Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices 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: [phone]

Email: [e-mail]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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 TIAA Global Capabilities, click here.

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

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