TIAA
Chicago, IL, USA
Wealth Distribution Internal Advisor Consultant The Wealth Distribution Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. The Wealth Distribution Internal Advisor Consultant is responsible for meeting daily outbound call goals, email correspondences and advisor follow ups. In this role, the Wealth Distribution IAC stays current with portfolio and industry developments and masters all company product and service solutions. 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...


