VP, Advisor Consultant

🕒 August 4

🍂 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.

👻 Ghost score 13%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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TIAA

WebsiteLinkedInAll Job Openings

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

• Manage a defined territory based on geography and/or Advisor segmentation • Perform external sales functions across US Wealth Advisory Services • Drive sales across all Nuveen products in the defined territory • Maintain current client assets • Cross-sell producing advisors and convert prospects to clients • Develop consultative relationships with financial advisors across wire, independent, and RIA distribution channels • Communicate Nuveen solutions, capital markets, and industry trends • Use data analytics to identify territory opportunities • Collaborate with Market Leaders, Advisor Consultants, Specialists, and Internal Advisor Consultants • Manage the sales pipeline through different opportunity stages • Share best practices across regional teams • Support broader US Wealth Advisory Services campaigns and initiatives • Review client asset-allocation opportunities and determine suitable Nuveen investment solutions • Develop and maintain relationships with centers of influence • Attend industry conferences and events

🎯 Requirements

• 3+ years of wholesaling experience • FINRA Series 7; Series 63; Series 65; Series 66 registrations listed • Series 7 & 63 (or combination of 63 & 65), preferred; can be obtained within 90 days of hire • Bachelor's degree, preferred • Strong combination of sales and analytical skills • Significant knowledge of equity and fixed-income financial markets • Ability to articulate investment discipline with deep understanding of processes and specific portfolios • Excellent written and verbal communication skills • Ability to profile clients • Excellent planning, organization, and time-management skills • Ability to analyze and prioritize large amounts of information • Sedentary work physical requirements

🏖️ Benefits

• Superior retirement program • Competitive health, wellness and work life offerings • Incentive program linked to performance, depending on the role • Annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans, depending on the role • Future-focused skills and AI tools • Meaningful learning experiences and development pathways • Accessibility support and reasonable accommodation for the application process