VP, Advisor Consultant

Job Overview

The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions and working with the US Wealth Advisory Services team to drive sales across all Nuveen products.

• Develop consultative relationships with financial advisors across wire, independent and RIA distribution channels.
• Grow Nuveen’s market share and drive revenue for the firm.
• Effectively communicate Nuveen’s solutions, capital markets, and industry trends.
• Incorporate data analytics into territory to identify the best opportunities for success.
• Collaborate with Market Leaders, Advisor Consultants, Specialists, and internal Advisor Consultants.
• Manage pipeline process to track opportunities through all stages of the sales process.
• Share best practices across regional teams.
• Support broader US Wealth Advisory Services campaigns and initiatives.
• Conduct discovery work to review clients’ asset allocations and recommend suitable Nuveen investment solutions.
• Develop and maintain relationships with centers of influence in the territory.
• Attend industry conferences and events.

• University degree (preferred).
• 3+ years of wholesaling experience (5+ years preferred).
• FINRA Series 7 & 63 (or combination of 63 & 65) obtainable within 90 days of hire.
• Strong combination of sales and analytical skills.
• Extensive knowledge of financial markets, equity and fixed income.
• Excellent written and verbal communication skills.
• Ability to profile clients and analyze large amounts of information.
• Excellent planning, organization and time‑management skills.

• Sedentary work.
• Career level 7IC.

Base Pay Range: $90,000/yr – $100,000/yr. Compensation may vary based on experience, performance, and other factors, and may include an incentive program linked to performance.

• Business Development
• Capital Markets
• Client Relationship Management
• Client Segmentation
• Collaboration
• Consultative Communication
• Digital Savviness
• Drive for Results
• Nuveen Products/Services Acumen
• Sales
• Territory Management

The organization offers a comprehensive Total Rewards package including a superior retirement program, health benefits, and competitive wellness and work‑life offerings.

We are an Equal Opportunity Employer. TIAA does not discriminate on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non‑Discrimination statement is available on our careers home page.