Wealth Advisor Consultant – Territory Sales

TIAA; Pennsylvania; On-site; USD 90,000 - 140,000; Full time

Job summary

TIAA in Pennsylvania seeks an Advisor Consultant to drive sales in a defined U.S. territory within the US Wealth Advisory Services team.

You will build consultative relationships with financial advisors across wire, independent and RIA channels, cross-sell Nuveen products and convert prospects to clients. You will leverage data analytics to identify opportunities, collaborate with Market Leaders and Specialists, and manage the sales pipeline from discovery to closing while contributing to

Qualifications

• 3+ years of wholesaling experience (minimum)
• 5+ years of wholesaling experience (preferred)
• Strong sales and analytical skills with knowledge of financial markets
• Excellent written and verbal communication, ability to articulate investment discipline
• Ability to profile clients and manage complex information

Responsibilities

• Develop consultative relationships with financial advisors across wire, independent and RIA channels to grow Nuveen product market share
• Communicate understanding of Nuveen’s solutions, markets and industry trends
• Incorporate data analytics to identify best opportunities in territory
• Collaborate with Market Leaders, Advisor Consultants and Specialists
• Manage pipeline through stages of sales process and share best practices across regions
• Support US Wealth Advisory Services campaigns and product suite
• Attend industry conferences/events

Skills

Sales skills

Analytical skills

Communication skills

Client profiling

Time management

Education

Bachelor's degree

Job description

TIAA in Pennsylvania seeks an Advisor Consultant to drive sales in a defined U.S. territory within the US Wealth Advisory Services team.

You will build consultative relationships with financial advisors across wire, independent and RIA channels, cross-sell Nuveen products and convert prospects to clients. You will leverage data analytics to identify opportunities, collaborate with Market Leaders and Specialists, and manage the sales pipeline from discovery to closing while contributing to