The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory through close collaboration with our Marketing and Data & Digital teams. The IAC is responsible for meeting daily outbound call goals, email correspondences and follow ups from our digital leads. In this role, the IAC stays current with portfolio & industry developments and masters all Nuveen Investments' product and service solutions.
Key Responsibilities and Duties
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Proactively make outbound calls, email and engage in web conferences with existing clients and prospects to market, educate and promote Nuveen solutions
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Effectively profile advisors and have a good understanding of the sales process including building relationships and closing business
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Work closely with marketing and data and digital teams to follow up on leads including pipeline management
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Maintain inbound call servicing capabilities when not making outbound calls
Educational Requirements
- University (Degree) Preferred
Work Experience
- No Experience Required
FINRA Registrations
- SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 7 and 63 within 90 days of hire
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
5IC
Additional Information For Posting
Preferred Experience
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Experience in the Financial Services industry
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FINRA Series 7 & 66 (or combination of 63 & 65); can be obtained within 90 days of hire
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Bachelor's degree
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A strong combination of sales and analytical skills
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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.
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Excellent communication skills, both written and verbal.
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Ability to profile clients.
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Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information
#LI-AB1
Related Skills
Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management
Anticipated Posting End Date:
2025-01-20
Base Pay Range: $41,300/yr. - $75,000/yr.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. 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. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law 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.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: [email protected]
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
TIAA Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TIAA and has not been reviewed or approved by TIAA.
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Retirement Support — Employer-funded retirement plans, a pension, and matching contributions are emphasized as signature strengths that materially bolster long-term savings. Complimentary advisory resources and a retiree healthcare savings program further reinforce retirement preparedness.
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Parental & Family Support — Generous paid parental leave and caregiver leave are paired with adoption/surrogacy assistance and back-up child/elder care. Additional supports such as Milk Stork and tutoring resources signal a family-friendly design.
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Healthcare Strength — Multiple medical plan options, strong dental and vision coverage, and automatic life and disability insurance are offered. Wellness resources, mental health support, and tax-advantaged accounts enhance overall health security.
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