Wealth Advisory Outreach Specialist

Nuveen; Northern (KY); Hybrid; USD 72,000 - 78,000; Full time

Job summary

Nuveen seeks a Client Outreach Consultant to proactively contact existing clients, introduce advisory products, and schedule appointments across multiple channels. Under supervision, you review client financials to identify risks and opportunities to recommend the right products and services.

You will collaborate with internal partners, triage clients for advisory services, and uncover planning gaps in asset allocation, income, and estate planning.

Qualifications

• Bachelor's level or higher degree required.
• FINRA registrations required: Series 6/7 and Series 63; Life and Health Insurance license(s).
• Experience in wealth management, client development, and advisory services preferred.

Responsibilities

• Reaches out to existing clients to introduce advisory services and schedule appointments.
• Collaborates with internal partners to triage clients for advisory services.
• Identifies potential financial planning gaps such as asset allocation, income planning, and estate planning.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Practice Management Strategy

Prioritizes Effectively

Quantitative Analysis

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Wealth Management

Education

Series 6/7; Series 63

Life and Health Insurance License (National) - Multiple Issuers

University (Degree)

Job description

Nuveen seeks a Client Outreach Consultant to proactively contact existing clients, introduce advisory products, and schedule appointments across multiple channels. Under supervision, you review client financials to identify risks and opportunities to recommend the right products and services.

You will collaborate with internal partners, triage clients for advisory services, and uncover planning gaps in asset allocation, income, and estate planning.