Internal Advisor Consultant

TIAA•Charlotte, NC

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 involves meeting daily outbound-call goals, managing email correspondence and advisor follow-ups, staying current on portfolio and industry developments, and mastering company product and service solutions. The role partners with Advisor Consultants to grow market share, develop territory plans, manage the sales pipeline, and conduct outreach to clients and prospects. It also supports broader US Wealth Advisory Group campaigns across the company’s product suite. The position requires at least two years of securities sales experience in financial services and Series 7 and Series 66 registrations, or the combination of Series 63 and 65. The stated base pay range is $60,000–$90,000 per year; actual pay may vary. Depending on the role, compensation may also include an incentive program linked to performance.

Requirements

At least 2 years of experience in securities sales within the financial services industry.
Series 7 and Series 66 registrations, or a 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 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.
Related skills include business development, capital markets, client relationship management, client segmentation, collaboration, consultative communication, digital savviness, drive for results, Nuveen products and services acumen, sales, and territory management.

Nice To Haves

At least 3 years of experience in the financial services industry.
Bachelor's degree.

Responsibilities

Partner with Advisor Consultants to develop consultative relationships with Financial Advisors, branch office managers, and sales managers, and grow company-product market share within the assigned territory.
Coordinate with Advisor Consultants to develop business and territory management plans.
Initiate outbound calls, send emails, and participate in web conferences with top clients and prospects to market, educate, and promote company products.
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 opportunity movement through the pipeline funnel.
Collaborate across the internal team and share best practices with team members.
Document Advisor activity in the customer management system and update calendars.
Support broader 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.