Internal Advisor Consultant

TIAA•San Francisco, CA

9d•$60,000 - $90,000

About The Position

The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. Working closely with Advisor Consultants, this role helps maintain current client assets, drive sales, cross-sell advisors, and convert prospects to clients. The position requires meeting daily outbound call goals, handling email correspondence and advisor follow-ups, staying current on portfolio and industry developments, and mastering the company’s product and service solutions. The role supports the US Wealth Advisory Group’s broader campaigns and initiatives across the product suite, including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, and DCIO. The role’s listed career level is 6IC.

Requirements

At least 2 years of experience in securities sales within the financial services industry.
Series 7 and Series 66 registrations, or the combination of Series 63 and Series 65.
Strong combination of sales and analytical skills.
Significant knowledge of financial markets, including equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios.
Excellent written and verbal communication skills.
Ability to profile clients.
Excellent planning, organization, and time-management skills, including the ability to analyze and prioritize large amounts of information.

Nice To Haves

At least 3 years of experience in the financial services industry.
Bachelor’s degree.
University degree preferred.

Responsibilities

Partner with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers, and sales managers, and grow market share of company products in the assigned territory.
Coordinate with Advisor Consultants to develop business and territory management plans.
Initiate outbound calls and emails and engage in web conferences with top clients and prospects to market, educate, and promote the company’s product suite.
Profile advisors and maintain a solid understanding of the company sales process.
Manage the team’s pipeline and lead weekly calls to discuss follow-ups and the movement of opportunities through the pipeline funnel.
Collaborate across the internal team and share best practices with team members.
Document all Advisor activity in the customer management system and update calendars.
Support US Wealth Advisory Group campaigns, initiatives, and blitzes across the product suite, including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, and DCIO.
Stay current with portfolio and industry developments and master company product and service solutions.
Meet daily outbound call goals and complete email correspondence and advisor follow-ups.