TIAA

Internal Advisor Consultant

TIAA(1 month ago)

Charlotte, NC, United StatesOnsiteFull TimeMedior$60,000 - $90,000Wealth Advisory
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About this role

The Internal Advisor Consultant at Nuveen cultivates relationships with financial advisors across a defined geographic territory to support client asset growth and product adoption. The role partners closely with Advisor Consultants to contribute to territory strategy and maintain expertise in portfolio and company product solutions.

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Required Skills

  • Business Development
  • Capital Markets
  • Client Management
  • Client Segmentation
  • Collaboration
  • Consultative Selling
  • Digital Savvy
  • Sales
  • Territory Management
  • Pipeline Management

+4 more

Qualifications

  • Bachelor's Degree (Preferred)
  • Series 7
  • Series 63
  • Series 65
  • Series 66
TIAA

About TIAA

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.

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