Strategic Advisor Consultant – Wealth Growth

Nuveen; San Francisco (CA); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Business Development

Capital Markets

Client Relationship Management

Client Segmentation

Collaboration

Consultative Communication

Digital Savviness

Drives for Results

Nuveen Products/Services Acumen

Sales

Territory Management

Ausbildung

Bachelor's degree

Jobbeschreibung

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