VP, Advisor Consultant
Location
Virginia
Posted
13 days ago
Salary
$80K - $120K / year
Seniority
Lead
Job Description
VP, Advisor Consultant
TIAA
• 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
Job Requirements
- 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
- Superior retirement program
- Highly competitive health, wellness and work life offerings
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