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VP, Advisor Consultant at TIAA - ApplyBlast

VP, Advisor Consultant

TIAA

4 months ago

3.6 on Glassdoor

Virginia, USA

Onsite

Full Time

Senior

0 applicants

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About this role

An Advisor Consultant at Nuveen manages a defined territory to drive external sales across all offered products, partnering with team members to grow market share and convert prospects. The role involves developing consultative relationships with financial advisors, leveraging data analytics to identify opportunities, and maintaining client assets through cross-selling and investment solution matching.

Responsibilities

Develop consultative relationships with financial advisors across distribution channels
Leverage data analytics to identify territory sales opportunities and best practices
Manage sales pipeline to track prospects through various stages of the sales process
Review client asset allocations to recommend fitting investment solutions
Maintain client assets and cross-sell products to drive revenue growth

Skills

Qualifications

Bachelor's degreeSeries 7Series 63Series 65Series 66

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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