Nuveen Investments Internal Advisor Consultant, Mass Market in Charlotte, North Carolina
Mass Market Internal Advisor Consultant
The Mass Market Internal Advisor Consultant job proactively builds business partnerships with advisors in a defined geographic territory through close collaboration with teams involved in marketing, data analytics and digital initiatives. Working under close supervision, the job is responsible for meeting daily outbound call goals, email correspondences and follow ups from digital leads. This job is also responsible for staying current with portfolio and industry developments and being knowledgeable of products and service solutions of the firm.
Key Responsibilities and Duties
Makes outbound calls and emails proactively, and engages in web conferences with existing clients and prospects to market, educate and promote solutions of the firm.
Profiles advisors using a good understanding of the sales process, including building relationships and closing business.
Partners closely with marketing and data and digital teams to follow up on leads, including pipeline management.
Maintains inbound call servicing capabilities when not making outbound calls.
- University (Degree) Preferred
- No Experience Required
- SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 7 and 63 within 90 days of hire
- Physical Requirements: Sedentary Work
Experience in the Financial Services industry
FINRA Series 7 & 66 (or combination of 63 & 65); can be obtained within 90 days of hire
A strong combination of sales and analytical skills
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.
Excellent communication skills, both written and verbal.
Ability to profile clients.
Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information
Base Pay Range: $42,200/yr. - $70,300/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.Â 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).Â
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.Â For more information about the firm please visit our website atÂ 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. Thatâs 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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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 (https://www.dol.gov/general/topics/posters) .
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.Â
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:Â
Phone: (800) 842-2755
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.