TIAA
10,000+ employees
Founded 1918
🛡️ Insurance
💸 Finance
Insurance • Finance • Wealth Management
TIAA is a leading financial services company specializing in retirement planning and wealth management. The company offers a wide range of retirement products, including annuities and IRAs, designed to provide guaranteed lifetime income and secure financial futures for individuals. With over a century of experience, TIAA is one of the largest investment managers, responsible for $1. 2 trillion in assets under management. TIAA also engages in responsible investing and provides personalized financial advice to help customers optimize their investment portfolios. Their services are tailored for both individual and institutional clients, aiming to ensure a secure and confident retirement journey.
VP, Advisor Consultant
🕒 Yesterday
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TIAA
10,000+ employees
Founded 1918
🛡️ Insurance
💸 Finance
Insurance • Finance • Wealth Management
TIAA is a leading financial services company specializing in retirement planning and wealth management. The company offers a wide range of retirement products, including annuities and IRAs, designed to provide guaranteed lifetime income and secure financial futures for individuals. With over a century of experience, TIAA is one of the largest investment managers, responsible for $1. 2 trillion in assets under management. TIAA also engages in responsible investing and provides personalized financial advice to help customers optimize their investment portfolios. Their services are tailored for both individual and institutional clients, aiming to ensure a secure and confident retirement journey.
📋 Description
• Develop consultative relationships with financial advisors • Drive sales in defined territory across all products • Communicate understanding of Nuveen’s solutions and industry trends • Manage pipeline process for opportunities • Collaborate and share best practices across regional teams
🎯 Requirements
• 3+ years of wholesaling experience • FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire • Bachelor's degree • Strong combination of sales and analytical skills • Significant knowledge of financial markets • Excellent planning, organization, and time management skills
🏖️ Benefits
• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities
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