Nuveen, a TIAA company · 1 day ago
Internal Advisor Consultant
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
$60K/yr - $90K/yr
2+ years expNuveen, a TIAA company, is a global investment leader managing public and private assets for clients worldwide. The Internal Advisor Consultant is responsible for building business partnerships with advisors, driving sales, and maintaining client relationships within a defined territory.
Financial Services
Responsibilities
Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow market share of company products with the assigned territory
Partners and coordinates with Advisor Consultant on developing business and territory management plans
Initiates outbound calls, email and engages in web conferences with top clients and prospects to market, educate and promote the company suite of products
Profiles advisors and maintains a solid understanding of the company sales process
Manages the team's pipeline and leads weekly calls to discuss follow ups and movement of opportunities through the pipeline funnel
Collaborates across the internal team and shares best practices with team members
Documents all Advisor activity in customer management system and updates calendars
Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed on the entire product suite including Managed Accounts, Mutual Funds, Closed End Funds, Exchange Traded Funds, Alternatives, DCIO, etc
Qualification
Required
2+ Years Required
2 years of experience in Securities sales within the Financial Services industry
Series 7 & 66 (or combination of 63 & 65)
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Physical Requirements: Sedentary Work
Preferred
3+ Years Preferred
Bachelor's degree
A strong combination of sales and analytical skills
Significant knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios
Excellent communication skills, both written and verbal
Ability to profile clients
Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
Nuveen, a TIAA company
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors.
1001-5000 employees
H1B Sponsorship
Nuveen, a TIAA company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (3)
2023 (10)
2022 (6)
2021 (8)
2020 (5)
Funding
Current Stage
Late StageTotal Funding
$1.52BKey Investors
Government Employees Pension Service
2025-10-23Debt Financing· $171M
2025-09-03Private Equity
2024-12-16Private Equity· $100M
Leadership Team
William Huffman
Chief Executive Officer
Bihag N. Patel
Vice President & Senior Research Analyst
Recent News
2026-01-07
Company data provided by crunchbase