VP, Advisor Consultant

TIAA

Advisor Consultant responsible for managing sales and consultative relationships within specified region at Nuveen. Working alongside various internal teams to enhance client service and product understanding.

Posted 7/1/2026full-timeRemote • Massachusetts, Rhode Island • 🇺🇸 United StatesLead💰 $90,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in external sales management and consultative relationship building with financial advisors, leveraging data analytics to identify market opportunities. Possesses strong sales and analytical skills, along with significant knowledge of financial markets, including equity and fixed income.

Highest-signal resume keywords

Wholesaling ExperienceSales SkillsData AnalyticsFinancial Markets KnowledgeFINRA Series 7 & 63

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ManagementData AnalyticsFinancial Market AnalysisAsset Allocation ReviewConsultative Selling

Soft Skills

Planning SkillsOrganizational SkillsTime Management SkillsAnalytical Skills

Certifications & Qualifications

FINRA Series 7FINRA Series 63FINRA Series 65

Industry Keywords

EquityFixed IncomeMarket Share GrowthClient Relationship Management

About the role

Key responsibilities & impact

Manage a defined territory, performing external sales functions.
Drive sales across all products offered by Nuveen.
Partner closely with team members including Market Leaders, Advisor Consultants, and Specialists.
Develop consultative relationships with financial advisors to grow market share.
Incorporate data analytics into territory to identify best opportunities for success.
Conduct discovery work to review the opportunities within clients' asset allocation.

Requirements

What you’ll need

3+ Years Required of wholesaling experience
Bachelor's degree Preferred
FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire
Strong combination of sales and analytical skills
Significant knowledge of the financial markets, both equity and fixed income
Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information

Benefits

Comp & perks

Health insurance
Retirement program
Wellness programs
Flexible working hours
Professional development opportunities