Territory Wealth Advisor Consultant

Nuveen, a TIAA company; San Francisco (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

Nuveen, a TIAA company, seeks an Internal Advisor Consultant to build partnerships with financial advisors in a defined US territory. The role drives sales, cross-sell products, and converts prospects to clients.

You will meet outbound call goals, manage advisor follow ups, and stay current on portfolios and market developments. 2+ years in securities sales and Series 7/66 are required. Bachelor’s degree preferred.

Qualifications

• 2+ years of Securities sales experience in Financial Services.
• Series 7 and 66 (or 63 and 65) required or equivalent.
• Bachelor's degree preferred.
• Strong sales and analytical skills with knowledge of equity and fixed income markets.

Responsibilities

• Partner with Advisor Consultant to develop consultative relationships with Financial Advisors, branch managers, and sales managers to grow market share.
• Develop and execute territory management plans with Advisor Consultant.
• Initiate outbound calls and emails; conduct web conferences to market and educate about products.
• Profile clients and manage the team pipeline; lead weekly follow ups.
• Collaborate across teams and document activity in CRM; support campaigns and product suites.

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

University Degree

Job description

Nuveen, a TIAA company, seeks an Internal Advisor Consultant to build partnerships with financial advisors in a defined US territory. The role drives sales, cross-sell products, and converts prospects to clients.

You will meet outbound call goals, manage advisor follow ups, and stay current on portfolios and market developments. 2+ years in securities sales and Series 7/66 are required. Bachelor’s degree preferred.