VP, Advisor Consultant

TIAA

Advisor Consultant managing sales within US Wealth Advisory Services for Nuveen. Building relationships with financial advisors and driving revenue in defined territory.

Posted 6/5/2026full-timeMassachusetts, Rhode Island • 🇺🇸 United StatesLead💰 $80,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Manage a defined territory performing external sales functions
Develop consultative relationships with financial advisors
Effectively communicate understanding of financial solutions
Incorporate data analytics into territory
Collaborate with internal teams and manage pipeline process

Requirements

What you’ll need

3+ years of wholesaling experience
FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire
Bachelor's degree
A strong combination of sales and analytical skills
Significant knowledge of the financial markets, both equity and fixed income

Benefits

Comp & perks

Comprehensive Total Rewards package
Health insurance
Retirement plan
Health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analyticssaleswholesalingfinancial solutionspipeline management

Soft Skills

consultative relationshipscommunicationcollaborationanalytical skills

Certifications

FINRA Series 7FINRA Series 63FINRA Series 65Bachelor's degree