TIAA
Advisor Consultant
New York, NY, USA
Sponsorship not specifiedDetected 72 days ago
Data AnalysisAccessibilityBusiness DevelopmentCommunicationCollaborationTime Management
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odds of building a lasting career here
34Risky
Cap-exempt (no lottery)0
Sponsors this role70
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- The position will be responsible for maintaining current client assets, cross selling producing advisors and converting prospects to clients.
- For more than 100 years, TIAA has delivered it for millions of people.
- We're fighting harder than ever before for our clients and the many Americans who need us.
Responsibilities
- Develop consultative relationships with financial advisors across the wire, independent and RIA distribution channels in an effort to grow the market share of Nuveen's products and drive revenue for the firm.
- Manage pipeline process to keep track of opportunities through different stages of sales process.
- Collaborate and share best practices across the regional teams.
- Support US Wealth Advisory Services broader campaigns and initiatives as needed on the entire product suite.
- Develop and maintain relationships with centers of influence in territory.
Requirements
- 3+ years of wholesaling experience
- 5+ years of wholesaling experience
- Bachelor's degree
- Ability to profile clients
- ability to analyze and prioritize large amounts of information
Nice to have
- Effectively communicate in depth understanding of Nuveen's solutions, capital markets and industry trends.
- Incorporate data analytics into territory to identify best opportunities for success.
- Work effectively in a team environment with Market Leader, Advisor Consultants, Specialists and Internal Advisor Consultants in market.
- Conduct discovery work to review the opportunities within our client's asset allocation and determine Nuveen investment solutions that may fit within their recommended allocations.
- Attend industry conferences/events.
- University (Degree) Preferred
- 3+ Years Required
- 5+ Years Preferred
Skills
- A strong combination of sales and analytical skills
- Excellent communication skills, both written and verbal
Benefits
- That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
- To learn more about your benefits, please review our Benefits Summary.
- Significant knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios
- Every worker deserves a secure retirement.
Company info
- Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management.
- We equip our associates with future-focused skills and AI tools that enable us to advance our mission.
- Together, we are fighting to ensure a more secure financial future for all and for generations to come.
Equal opportunity
- We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
- Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
- Accessibility Support
- TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
This listing is sourced directly from TIAA's careers page and normalized into a canonical job model.