Manage a defined territory, performing external sales functions.
Drive sales across all products offered by Nuveen.
Partner closely with team members including Market Leaders, Advisor Consultants, and Specialists.
Develop consultative relationships with financial advisors to grow market share.
Incorporate data analytics into territory to identify best opportunities for success.
Conduct discovery work to review the opportunities within clients' asset allocation.

3+ Years Required of wholesaling experience
Bachelor's degree Preferred
FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire
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 analyze and prioritize large amounts of information

VP, Advisor Consultant

Key skills