The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to drive sales in their defined territory across all products offered by Nuveen. He or she will partner closely with team members including Market Leaders, Advisor Consultants and Specialists and within the region. The position will be responsible for maintaining current client assets, cross selling producing advisors and converting prospects to clients.
Key Responsibilities and Duties
Develop consultative relationships with financial advisors across the wire, independent and RIA distribution channels in an effort to grow the market share of Nuveen’s products and drive revenue for the firm.
Effectively communicate in depth understanding of Nuveen’s solutions, capital markets and industry trends.
Incorporate data analytics into territory to identify best opportunities for success.
Work effectively in a team environment with Market Leader, Advisor Consultants, Specialists and Internal Advisor Consultants in market.
Manage pipeline process to keep track of opportunities through different stages of sales process.
Collaborate and share best practices across the regional teams.
Support US Wealth Advisory Services broader campaigns and initiatives as needed on the entire product suite.
Conduct discovery work to review the opportunities within our client’s asset allocation and determine Nuveen investment solutions that may fit within their recommended allocations.
Develop and maintain relationships with centers of influence in territory.
Attend industry conferences/events.
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
FINRA Registrations
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 7IC
Qualifications Required:
3+ years of wholesaling experience
5+ years of wholesaling experience
FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire
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
Preferred:
5+ years of wholesaling experience
Related Skills: Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management
Anticipated Posting End Date: 2026-03-19
Base Pay Range: $80,000/yr - $120,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Company Overview 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. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.
Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well‑being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work-life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee 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 on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
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Key Responsibilities and Duties
Develop consultative relationships with financial advisors across the wire, independent and RIA distribution channels in an effort to grow the market share of Nuveen’s products and drive revenue for the firm.
Effectively communicate in depth understanding of Nuveen’s solutions, capital markets and industry trends.
Incorporate data analytics into territory to identify best opportunities for success.
Work effectively in a team environment with Market Leader, Advisor Consultants, Specialists and Internal Advisor Consultants in market.
Manage pipeline process to keep track of opportunities through different stages of sales process.
Collaborate and share best practices across the regional teams.
Support US Wealth Advisory Services broader campaigns and initiatives as needed on the entire product suite.
Conduct discovery work to review the opportunities within our client’s asset allocation and determine Nuveen investment solutions that may fit within their recommended allocations.
Develop and maintain relationships with centers of influence in territory.
Attend industry conferences/events.
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
FINRA Registrations
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Physical Requirements
Physical Requirements: Sedentary Work
Career Level 7IC
Qualifications Required:
3+ years of wholesaling experience
5+ years of wholesaling experience
FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained within 90 days of hire
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
Preferred:
5+ years of wholesaling experience
Related Skills: Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management
Anticipated Posting End Date: 2026-03-19
Base Pay Range: $80,000/yr - $120,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Company Overview 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. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.
Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well‑being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work-life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee 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 on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
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