Territory Advisor Consultant: Growth & Partnerships

Nuveen; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Nuveen seeks an Internal Advisor Consultant to proactively build partnerships with Financial Advisors in the Charlotte, NC area. This role partners with the Advisor Consultant to grow assets, cross-sell products, and convert prospects into clients.

Required are 2+ years in securities sales, Series 7/66 or 63/65, and a bachelor’s degree. Strong sales, analytical, and communication skills are essential for success in this role within the US Wealth Advisory Group.

Qualifications

• 2+ years required; 3+ years preferred in securities or financial services.
• FINRA registrations: Series 7; Series 63; Series 65; Series 66.
• Bachelor's degree required.

Responsibilities

• Build consultative relationships with Financial Advisors, branch managers and sales managers in the assigned territory.
• Develop business and territory management plans in coordination with Advisor Consultant.
• Initiate outbound calls and emails; conduct web conferences to market products.
• Maintain advisor profiles and understand the company sales process.
• Manage the team’s pipeline; lead weekly follow-up and opportunity movement reviews.
• Collaborate with internal teams and share best practices.

Skills

Sales ability

Analytical skills

Communication skills

Territory management

Consultative selling

Client relationships

Digital savviness

Drive for results

Nuveen products knowledge

Time management

Education

Bachelor's degree

Tools

CRM system

Job description

Nuveen seeks an Internal Advisor Consultant to proactively build partnerships with Financial Advisors in the Charlotte, NC area. This role partners with the Advisor Consultant to grow assets, cross-sell products, and convert prospects into clients.

Required are 2+ years in securities sales, Series 7/66 or 63/65, and a bachelor’s degree. Strong sales, analytical, and communication skills are essential for success in this role within the US Wealth Advisory Group.