Internal Advisor Consultant

TIAA • Charlotte, NC

24d • $60,000 - $90,000

About The Position

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. The Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor follow ups. In this role, the IAC stays current with portfolio and industry developments and masters all company product and service solutions.

Requirements

• 2+ Years Required; 3+ Years Preferred
• SRC Indicator: Series 7; Series 63; Series 65; Series 66
• 2 years of experience in Securities sales within the Financial Services industry
• Series 7 & 66 (or combination of 63 & 65)

Nice To Haves

• 3+ years in Financial Services industry
• 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

Responsibilities

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees