Nuveen Investments Wealth Advisor Consultant, Southeast in Charlotte, North Carolina
Wealth Distribution Advisor Consultant
The Wealth Distribution Advisor Consultant is responsible for maintaining current client assets, cross selling products and converting prospects to clients within a defined geographic territory. Under limited supervision, this job is responsible for all phases of the sales process, including outbound sales calls, email correspondences and advisor follow ups. This job partners with Advisor Consultants and Regional Managers to proactively grow sales through phone and web conference meetings and face-to-face advisor meetings.
Key Responsibilities and Duties
Develops consultative relationships with financial advisors, branch office managers and sales managers to drive revenue within assigned territory.
Promotes the offered suite of products to clients and prospects via phone, email and web conference.
Supports broad campaigns and initiatives by the US Wealth Advisory Group on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc.
Determines best practices for meeting sales objectives and distributes sales updates to the internal team on a regular basis.
Monitors activity in the customer management system to ensure information is accurate and updates are managed efficiently.
Collaborates with IACs, other Hybrid ACs, ACs and RM’s to effectively manage time between territory activity in the field/phone and internal resources.
Maintains significant knowledge of the financial markets and articulates investment discipline with an understanding of the overall process and a focus on specific portfolios.
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- SRC Indicator: Series 7; Series 63
- Physical Requirements: Sedentary Work
Base Pay Range: $66,100/yr. - $110,200/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).
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. For more information about the firm please visit our website at 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. 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 (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.
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: (800) 842-2755
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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.