VP, Advisor Consultant

This is a fully remote position, open to applicants in Massachusetts, +1 more state.

📋 Description

• Oversee a designated territory while executing external sales activities.

• Propel sales for the entire range of products available through Nuveen.

• Collaborate closely with colleagues, including Market Leaders, Advisor Consultants, and Specialists.

• Cultivate consultative relationships with financial advisors to enhance market share.

• Utilize data analytics within the territory to pinpoint optimal opportunities for success.

• Perform discovery work to assess opportunities within clients' asset allocation.

⛳️ Requirements

• Minimum of 3 years of wholesaling experience required.

• Bachelor's degree preferred.

• FINRA Series 7 & 63 (or a combination of 63 & 65); must be obtained within 90 days of hire.

• Strong blend of sales and analytical abilities.

• Extensive knowledge of financial markets, including both equity and fixed income.

• Exceptional planning, organizational, and time management skills; adept at analyzing and prioritizing substantial amounts of information.

🏝️ Benefits

• Health insurance

• Retirement program

• Wellness programs

• Flexible working hours

• Professional development opportunities