Third Party Wealth Consultant

Nuveen

Frisco, TX

# Third Party Wealth ConsultantApplylocations: 3965 Dallas Parkway Frisco, TX 75034time type: Full timeposted on: Posted 8 Days Agotime left to apply: End Date: May 15, 2026 (8 hours left to apply)job requisition id: R250900240**Third-Party Wealth Consultant** Third-Party Wealth is responsible for servicing Third Party Advisors who work with TIAA institutional and individual clients in support of the distribution of TIAA products and services. The Third-Party Wealth Consultant role is primarily responsible for providing day-to-day servicing of Third Party Advisors through our inbound call center. There may be some outbound activity as well. In addition, Third-Party Wealth Consultants will support the processing of advisor agreements, transactions, and potentially participate in special projects or initiatives. **Key Responsibilities and Duties*** Work with the team and individually to meet inbound call activity responsibilities to help achieve service level objectives while providing end-to-end servicing to our Third-Party Wealth clients* Work closely with Third-Party Wealth Operations team to support operational activities such as on boarding advisors, bulk trading, plan level activity, and other special projects or initiatives.* Partner with Third-Party Wealth Relationship Management team to provide dedicated support to key relationships and identify referral and sales leads to broaden the distribution of TIAA products and services.* Work with the team and individually to meet workflow service level objectives by processing advisor related forms and agreements.**Educational Requirements*** University (Degree) Preferred**Work Experience*** 2+ Years Required; 3+ Years Preferred**FINRA Registrations*** SRC Indicator: Series 6 or 7; Series 63**Licenses and Certifications*** Life and Health Insurance License (Resident State) - Multiple Issuers required**Physical Requirements*** Physical Requirements: Sedentary Work**Career Level** 6IC**Required:*** 2+ years financial services experience* Series 6 or 7 & Series 63 required within 120 days of start date* Life/Health insurance license required within 120 days of start date**Preferred:*** 3 + years of experience and broad knowledge of the TIAA-CREF products and services; Participant Services Group* Bachelor’s Degree* Experience and knowledge of Third Party Advisors business models* Ability to work in high paced, multi task environment along with solid interpersonal and communication skills* Ability to work as a team, but also independently* Ability to quickly analyze, research, problem solve complex and/or critical issues* Strong decision making skillsRelated SkillsAccountability, Analytical Skills, Business Development, Collaboration, Consultative Communication, Customer Engagement, Practice Management Strategy, Prioritizes Effectively, Relationship Management, Sales, Stakeholder Engagement, Story Telling, Strategic Thinking**Anticipated Posting End Date:**2026-05-15Base Pay Range: $28.22/hr - $37.98/hrActual 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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