TIAA
10,000+ employees
Founded 1918
💸 Finance
Finance • Wealth Management • Retirement Planning
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
Job not on LinkedIn
🔥 12 minutes ago
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TIAA
10,000+ employees
Founded 1918
💸 Finance
Finance • Wealth Management • Retirement Planning
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
• Manage a defined territory performing external sales functions • Develop consultative relationships with financial advisors • Communicate in depth understanding of Nuveen’s solutions, capital markets and industry trends • Incorporate data analytics into territory • Collaborate and share best practices across regional teams • Conduct discovery work to review opportunities in client's asset allocation
🎯 Requirements
• 3+ years of wholesaling experience • 5+ years of wholesaling experience preferred • 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, both equity and fixed income • Excellent planning, organization and time management skills
🏖️ Benefits
• Superior retirement program • Highly competitive health, wellness and work life offerings
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