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FINRA Licensed Advisor Consultant

Location: Remote
Compensation: Salary
Reviewed: Fri, Jun 05, 2026
This job expires in: 30 days

Job Summary

Managing a defined territory, the full-time remote FINRA Licensed Advisor Consultant will drive sales for Nuveen's products, develop relationships with financial advisors, and utilize data analytics to identify opportunities for growth.

Key Responsibilities
  • Develop consultative relationships with financial advisors to grow market share and drive revenue
  • Communicate an in-depth understanding of Nuveen's solutions and industry trends
  • Manage the sales pipeline process and collaborate with team members to share best practices
Required Qualifications
  • 3+ years of wholesaling experience required; 5+ years preferred
  • FINRA Series 7 & 63 (or combination of 63 & 65) required within 90 days of hire
  • Bachelor's degree preferred
  • Strong sales and analytical skills with significant knowledge of financial markets
  • Ability to profile clients and manage time effectively

COMPLETE JOB DESCRIPTION

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