Advisor Consultant

The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to drive sales in their defined territory across all products offered by Nuveen. He or she will partner closely with team members including Market Leaders, Advisor Consultants and Specialists and within the region.

The position will be responsible for maintaining current client assets, cross selling producing advisors and converting prospects to clients.

Key Responsibilities and Duties

• Develop consultative relationships with financial advisors across the wire, independent and RIA distribution channels in an effort to grow the market share of Nuveen’s products and drive revenue for the firm.
• Effectively communicate in depth understanding of Nuveen’s solutions, capital markets and industry trends.
• Incorporate data analytics into territory to identify best opportunities for success.
• Work effectively in a team environment with Market Leader, Advisor Consultants, Specialists and Internal Advisor Consultants in market.
• Manage pipeline process to keep track of opportunities through different stages of sales process.
• Collaborate and share best practices across the regional teams.
• Support US Wealth Advisory Services broader campaigns and initiatives as needed on the entire product suite.
• Conduct discovery work to review the opportunities within our client’s asset allocation and determine Nuveen investment solutions that may fit within their recommended allocations.
• Develop and maintain relationships with centers of influence in territory.
• Attend industry conferences/events.
• Educational Requirements
• University (Degree) Preferred
• Work Experience
• 3+ Years Required; 5+ Years Preferred
• FINRA Registrations
• SRC Indicator: Series 7; Series 63; Series 65; Series 66
• Physical Requirements
• Physical Requirements: Sedentary Work
• Career Level
• 7IC
• Required: •3+ years of wholesaling experience
• Preferred: 5+ years of wholesaling experience
• FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire
• 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
• Anticipated Posting End Date: 2026-09-28
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• Company Overview
• Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.
• Our Culture of Impact
• At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.