Internal Advisor Consultant
Posted on: 10 Oct 2021
Charlotte, NC
Job Description
Key Responsibilities and Duties
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.
Educational Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
FINRA Registrations
SRC Indicator: Series 7; Series 63
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
6IC
Required Experience
2 years of experience in Securities sales within the Financial Services industry
Series 7 & 66 (or combination of 63 & 65)
Preferred Experience
3+ years in Financial Services industry
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
TIAA
New York, New York
Teachers Insurance and Annuity Association of America offers individual and group accumulating annuity contracts with contributions made on a pre-tax or after-tax basis. It also provides individual lifetime and term-certain variable payout annuity contracts, including payment of death benefits to beneficiaries. In addition, the company offers real estate account under the various annuity contracts, such as retirement and group retirement annuities, supplemental retirement annuities, group supplemental retirement annuities, retirement choice and retirement choice plus annuities, Keoghs, after-tax retirement annuities, and real estate account accumulation contract, as well as traditional and individual retirement annuities, including simplified employee pension plans.
The real estate account is designed as an option for retirement and tax-deferred savings plans for employees of non-profit and governmental institutions. The company was founded in 1918 and is based in New York, New York. Teachers Insurance and Annuity Association of America operates as a subsidiary of Tiaa Board Of Overseers.
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IndustryInsurance
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No. of Employees17,500
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Jobs Posted18
