Advisor Consultant
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: San Diego • California • United States
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Salary
💰 $80,000 - $120,000 per year
About the role
- Manage a defined territory, performing external sales functions
- Develop consultative relationships with financial advisors
- Communicate in-depth understanding of Nuveen’s solutions, capital markets, and industry trends
- Incorporate data analytics into territory to identify best opportunities
- Collaborate with team members and support broader campaigns
- Conduct discovery work to review opportunities within client’s asset allocation
Requirements
- 3+ years of wholesaling experience
- 5+ years preferred wholesaling experience
- FINRA Series 7 & 63 (or combination of 63 & 65)
- Bachelor's degree
- A strong combination of sales and analytical skills
- Significant knowledge of the financial markets, both equity and fixed income
- Excellent planning, organization and time management skills
- Ability to profile clients
- Excellent communication skills, both written and verbal
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analyticssaleswholesalingasset allocationfinancial marketsequityfixed income
Soft Skills
consultative relationshipscommunicationplanningorganizationtime managementanalytical skillsclient profiling
Certifications
FINRA Series 7FINRA Series 63FINRA Series 65