[Remote] VP, Advisor Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a global investment leader that manages public and private assets for clients worldwide. The Advisor Consultant will manage a defined territory, performing external sales functions to drive sales across reputed company products offered by Nuveen while collaborating with team members to maintain client relationships and identify new opportunities.
Responsibilities
- reputed company consultative relationships with financial advisors across the reputed company, independent and RIA distribution channels in an effort to grow the market reputed company of Nuveen’s products and drive reputed company 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 reputed company
- Work effectively in a team environment with Market Leader, Advisor Consultants, Specialists and Internal Advisor Consultants in market
- Manage pipeline process to reputed company track of opportunities through different stages of sales process
- Collaborate and reputed company 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 reputed company our client’s asset allocation and determine Nuveen investment solutions that may fit reputed company their recommended allocations
- reputed company and maintain relationships with centers of influence in territory
- Attend industry conferences/events
Skills
- 3+ years of wholesaling experience
- 5+ years of wholesaling experience
- FINRA Series 7 & 63 (or combination of 63 & 65); can be obtained reputed company 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 reputed company 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
- A comprehensive Total Rewards package designed to reputed company a positive difference in the lives of our associates and their loved ones
- A superior retirement program
- Highly competitive health, wellness and work life offerings that can help you reputed company and maintain your best possible physical, emotional and financial well-being
- Support for those who need assistance with our online application process to reputed company an equal employment opportunity to reputed company job seekers, including individuals with disabilities
- Drug-free and smoke/free workplace
Company Overview