Financial Advisor Growth Consultant

Teachers Insurance and Annuity Association of America; Chicago (IL); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Nuveen seeks an Internal Advisor Consultant in Chicago to build advisory partnerships, drive sales, and manage a client portfolio. You will work with Advisor Consultants to grow market share and convert prospects into clients while maintaining current assets and staying updated on portfolio and product solutions.

Requirements include 2+ years in securities sales, Series 7/63/65/66 registrations or combinations, and a university degree (preferred).

Formación

• 2+ years in Securities sales in Financial Services.
• Preferred 3+ years of experience.
• Bachelor’s degree preferred.

Responsabilidades

• Build consultative relationships with Financial Advisors and managers.
• Develop territory plans with Advisor Consultants.
• Initiate outbound calls and emails to market and educate clients.
• Profile clients and manage pipeline with weekly reviews.
• Collaborate across teams to support campaigns and product suites.
• Document activity in CRM and update calendars.

Conocimientos

Securities sales

Financial markets

Communication

Advisory relations

Educación

University degree preferred

Herramientas

Series 7

Series 63

Series 65

Series 66

Descripción del empleo

Nuveen seeks an Internal Advisor Consultant in Chicago to build advisory partnerships, drive sales, and manage a client portfolio. You will work with Advisor Consultants to grow market share and convert prospects into clients while maintaining current assets and staying updated on portfolio and product solutions.

Requirements include 2+ years in securities sales, Series 7/63/65/66 registrations or combinations, and a university degree (preferred).