Advisor Consultant

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.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

Required Qualifications

• 3+ years of wholesaling distribution experience

Preferred Qualifications

• 5+ years of wholesaling distribution experience

• FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire

• Bachelor's degree

• 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

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

Anticipated Posting End Date:

2025-12-22

Base Pay Range: $80,000/yr - $120,000/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). 

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Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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: (800) 842-2755

Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

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