VP, Advisor Consultant

TIAA

Advisor Consultant managing external sales functions in defined territory for Nuveen. Working with financial advisors and collaborating with regional teams for market share growth.

Posted 6/5/2026full-timeRemote • Virginia • 🇺🇸 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
Communicate in depth understanding of Nuveen’s solutions, capital markets and industry trends
Incorporate data analytics into territory
Collaborate and share best practices across regional teams
Conduct discovery work to review opportunities in client's asset allocation

Requirements

What you’ll need

3+ years of wholesaling experience
5+ years of wholesaling experience preferred
FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire
Bachelor's degree
Strong combination of sales and analytical skills
Significant knowledge of financial markets, both equity and fixed income
Excellent planning, organization and time management skills

Benefits

Comp & perks

Superior retirement program
Highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analyticssalesfinancial analysis

Soft Skills

consultative relationshipscommunicationplanningorganizationtime management

Certifications

FINRA Series 7FINRA Series 63FINRA Series 65