Internal Advisor Consultant

Responsibilities

• Partner with Advisor Consultants to develop consultative relationships with Financial Advisors and branch managers to grow market share
• Initiate outbound calls, emails, and web conferences to market and promote the company suite of products
• Manage the team's pipeline and lead weekly calls to discuss follow-ups and opportunity movement
• Profile advisors and maintain a deep understanding of the company sales process
• Document all advisor activity in the customer management system and update calendars
• Support broader US Wealth Advisory Group campaigns across products including Managed Accounts, Mutual Funds, and ETFs

Requirements

• 2+ years of experience in securities sales within the Financial Services industry
• Active Series 7 and 66 registrations (or a combination of Series 63 and 65)
• Strong knowledge of financial markets, including equity and fixed income

Preferred Qualifications

• 3+ years of experience in the Financial Services industry
• Bachelor's degree from a university
• Strong combination of sales and analytical skills
• Ability to articulate investment discipline and deep understanding of portfolio processes
• Excellent written and verbal communication skills

Benefits

• Comprehensive Total Rewards package
• Superior retirement program
• Competitive health, wellness, and work-life offerings

About the Company

Nuveen is a global investment leader, managing public and private assets for clients around the world on behalf of TIAA. We invest in the growth of businesses, real estate, infrastructure, and natural capital to provide clients with reliability, access, and foresight.