Advisor Consultant responsible for managing sales in a defined territory across Nuveen’s products. Collaborating with financial advisors to grow the market share and drive revenue.
Responsibilities
Manage a defined territory performing external sales functions
Develop consultative relationships with financial advisors
Drive market share of Nuveen’s products and revenue for the firm
Collaborate with Market Leaders and Specialists
Manage pipeline process through different sales stages
Conduct discovery work to determine investment solutions
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 preferred
Strong combination of sales and analytical skills
Significant knowledge of financial markets (equity and fixed income)
Excellent communication skills (written and verbal)
Ability to profile clients
Planning, organization, and time management skills
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