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Mass Market-Internal Advisor Consultant
4 months ago
The Mass Market IAC proactively builds business partnerships with advisors in a defined geographic territory through close collaboration with our Marketing and Data & Digital teams.The Mass Market IAC is responsible for meeting daily outbound call goals, email correspondences and follow ups from our digital leads.In this role, the IAC stays current with portfolio & industry developments and masters all Nuveen Investments' product and service solutions.
Key Responsibilities and Duties
Educational Requirements
University (Degree) PreferredWork Experience
No Experience RequiredFINRA Registrations
SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 7 and 63 within 90 days of hirePhysical Requirements
Physical Requirements: Sedentary Work
Career Level
5IC
Preferred Experience
Experience in the Financial Services industry
FINRA Series 7 & 66 (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
#LI-AB1
Related SkillsBusiness Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory ManagementAnticipated Posting End Date:
2024-07-02Base Pay Range: $41,300/yr. - $75,000/yr.Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here.
