VP, Advisor Consultant

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🔥 9 minutes ago

🍂 Massachusetts, Rhode Island – Remote

🍂 Massachusetts – Remote ⚓ Rhode Island – Remote

💵 $90k - $100k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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TIAA

WebsiteLinkedInAll Job Openings

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. • 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

• 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

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