Internal Advisor Consultant

Nuveen; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Nuveen is seeking an experienced securities sales professional to partner with Financial Advisors, branch managers, and sales leaders in the San Francisco Bay Area. You will drive market share using consultative selling across the Nuveen product suite, including managed accounts, mutual funds, ETFs, and alternatives, while coordinating with Advisor Consultants on plans and campaigns.

You will manage the team’s pipeline, lead weekly calls, and collaborate across internal teams to share best

Qualifications

• 2+ years of securities sales experience in financial services.
• University degree preferred.
• Strong knowledge of financial markets, equity and fixed income.
• FINRA registrations Series 7, 63, 65, 66.

Responsibilities

• Develop consultative relationships with Financial Advisors and branch managers to grow market share.
• Coordinate with Advisor Consultants on business and territory management plans.
• Initiate outbound calls, emails and web conferences to market the company products.
• Manage the team's pipeline and lead weekly calls on opportunities through the pipeline funnel.
• Collaborate across internal teams and share best practices.
• Document Advisor activity in CRM and update calendars.
• Support US Wealth Advisory Group campaigns and product initiatives across the full suite.

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

Education

Bachelor's degree

Job description

Key Responsibilities and Duties

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. Partners and coordinates with Advisor Consultant on developing business and territory management plans. Initiates outbound calls, email and engages in web conferences with top clients and prospects to market, educate and promote the company suite of products. Profiles advisors and maintains a solid understanding of the company sales process. Manages the team's pipeline and leads weekly calls to discuss follow ups and movement of opportunities through the pipeline funnel. Collaborates across the internal team and shares best practices with team members. Documents all Advisor activity in customer management system and updates calendars. Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc.

Educational Requirements

University (Degree) Preferred

Work Experience

2+ Years Required; 3+ Years Preferred

FINRA Registrations

SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

Physical Requirements: Sedentary

Work Career Level

6IC Required Experience 2 years of experience in Securities sales within the Financial Services industry Series 7 & 66 (or combination of 63 & 65) Preferred Experience 3+ years in Financial Services industry 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

Attachments 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

Posting & Compensation

Anticipated Posting End Date: 2026-10-26

Base Pay Range: $60,000/yr - $90,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. 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. Visit www.nuveen.com to learn more about us.

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. 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.

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box

Accessibility Support

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.