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Advisor Consultant
TIAA
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Advisor Consultant
San Diego, California, United States of America
Full Time
1 week ago
$80,000 - $120,000 USD
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Key skills
Analytics
Communication
Time Management
Sales
About this role
Role Overview
Manage a defined territory, performing external sales functions
Develop consultative relationships with financial advisors
Communicate in-depth understanding of Nuveen’s solutions, capital markets, and industry trends
Incorporate data analytics into territory to identify best opportunities
Collaborate with team members and support broader campaigns
Conduct discovery work to review opportunities within client’s asset allocation
Requirements
3+ years of wholesaling experience
5+ years preferred wholesaling experience
FINRA Series 7 & 63 (or combination of 63 & 65)
Bachelor's degree
A strong combination of sales and analytical skills
Significant knowledge of the financial markets, both equity and fixed income
Excellent planning, organization and time management skills
Ability to profile clients
Excellent communication skills, both written and verbal
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
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Advisor Consultant at TIAA | JobVerse