Internal Advisor Consultant
TIAA(2 months ago)
About this role
The Wealth Distribution Internal Advisor Consultant builds and maintains business partnerships with financial advisors and branch managers within a defined territory to support asset retention, growth, and product distribution. The role supports the Advisor Consultant in expanding market share, converting prospects, and promoting the firm's suite of investment products. The position emphasizes product mastery, industry knowledge, and collaboration across internal teams to deliver client and business outcomes.
Required Skills
- Business Development
- Capital Markets
- Client Management
- Client Segmentation
- Collaboration
- Consultative Communication
- Digital Savvy
- Results Driven
- Product Acumen
- Sales
+4 more
Qualifications
- University Degree (Preferred)
- Series 7
- Series 63
- Series 65
- Series 66
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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