Internal Advisor Consultant

The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. Key Responsibilities and Duties Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the assigned territory. Partners and coordinates with Advisor Consultant on developing business and territory management plans. Initiates outbound calls, email and engages in web conferences with top clients and prospects to market, educate and promote the company suite of products. Profiles advisors and maintains a solid understanding of the company sales process. Manages the team's pipeline and leads weekly calls to discuss follow ups and movement of opportunities through the pipeline funnel. Collaborates across the internal team and shares best practices with team members. Documents all Advisor activity in customer management system and updates calendars. Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc. Educational Requirements University (Degree) Preferred Work Experience: 2+ Years Required; 3+ Years Preferred Licenses and Registrations Series 7; Series 63; Series 65; Series 66 Physical Requirements Sedentary Work Career Level and Experience 6IC Required Experience 2 years of experience in Securities sales within the Financial Services industry Series 7 & 66 (or combination of 63 & 65) Preferred: 3+ years in Financial Services industry; Bachelor's degree 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 Salary and Benefits Anticipated Posting End Date: 2026-06-03 Base Pay Range: $60,000/yr - $90,000/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). 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 Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices 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: View phone number on click.appcast.io Email: View email address on click.appcast.io Drug and Smoking Policy TIAA maintains a drug-free and smoke-free workplace. 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, click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, click here. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box #J-18808-Ljbffr