VP, Advisor Consultant
Location
Massachusetts + 1 moreAll locations: Massachusetts | Rhode Island
Posted
4 days ago
Salary
$90K - $100K / year
Seniority
Lead
Job Description
VP, Advisor Consultant
TIAA
• Manage a defined territory, performing external sales functions. • Drive sales across all products offered by Nuveen. • Partner closely with team members including Market Leaders, Advisor Consultants, and Specialists. • Develop consultative relationships with financial advisors to grow market share. • Incorporate data analytics into territory to identify best opportunities for success. • Conduct discovery work to review the opportunities within clients' asset allocation.
Job Requirements
- 3+ Years Required of wholesaling experience
- Bachelor's degree Preferred
- FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire
- 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 analyze and prioritize large amounts of information
Benefits
- Health insurance
- Retirement program
- Wellness programs
- Flexible working hours
- Professional development opportunities
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