Internal Advisor Consultant
TIAA(2 months ago)
About this role
The Wealth Distribution Internal Advisor Consultant builds and maintains business partnerships with financial advisors across a defined geographic territory to support client asset retention and growth. The role works closely with Advisor Consultants to drive sales, cross-sell products, and convert prospects into clients while staying current on portfolio and industry developments. It also supports broader Wealth Advisory campaigns and documents all advisor activity in the customer management system.
Required Skills
- Business Development
- Client Relationships
- Territory Management
- Sales
- Pipeline Management
- Consultative Communication
- Collaboration
- Digital Savviness
- Capital Markets
- Product Acumen
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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