Wealth Management Consultant, Financial Training & Education Specialist - Nuveen Investments, LLC - Chicago, IL

Wealth Management Consultant, Financial Training & Education Specialist - Nuveen Investments, LLC - Chicago, IL -

The profitable candidate will consultatively construct, current and help Wealth Management associated info, subjects and providers to a number of constituencies. The profitable candidate will work with inner and exterior companions to seek the advice of on the complete vary of Wealth Management options. The position will contain 25-30% journey.

The candidate will fulfill Nuveen Investments’ Mission, to safe the lengthy-time period objectives of our shoppers and the advisors who serve them, by demonstrating the next obligations and duties.

Job Description Qualifications

Education and Training:
Bachelors diploma. NASD licensed. CFP, CFA or CIMA strongly most popular

Expertise:
5 + years related monetary business expertise required.

Information, Talents and Expertise:
Wonderful communication expertise, each written and verbal.

Extremely expert, presenter and facilitator; capability to ship a compelling message with a humorousness and interesting/dynamic presentation type in quite a lot of settings.

Creates quick credibility and influence with quite a lot of audiences.

Persuades and influences others; features acceptance of concepts from others; means to current and talk ideas (intangibles).

Seeks studying alternatives and builds information/experience in focused areas; a passionate learner who applies what they discovered shortly.

Self-motivated with a robust work ethic.

Wonderful planning, group and time management expertise; capability to research and prioritize giant quantities of data.

Maintains integrity in all transactions; follows up and retains guarantees; maintains moral requirements of Nuveen Investments.

Strong interpersonal expertise with potential to construct inner/exterior partnerships; robust collaborator.

Possesses creativity and skill to generate revolutionary options.

Adapts to vary and demonstrates flexibility.

Possesses a broad understanding of monetary planning and funding management subjects with areas of specialty.

Dimensions:
Formal Presentation

Technical/Skilled Information

Communication (Verbal & Written)

Influence

Constructing Belief

Steady Studying

Buyer Focus

Adaptability

Initiating Motion

Constructing Partnerships

Planning and Organizing

Determination Making

Innovation

Job Match

Duties and Duties

Work with inner and exterior companions in an advisory position somewhat than a sales position to seek the advice of on the complete vary of Wealth Management options.

Successfully current to focus on audiences in quite a lot of mediums: workshops, convention calls, 1:1 conferences, written, and so on.; capable of creatively match the suitable medium with viewers and matter.

Analysis, create and revise Wealth Management instructional shows and workshops together with preparation of workbooks, white papers and different associated help materials.

Responds appropriately and well timed to all inquiries and help requests arising from shopper and partnership interactions.

Consultatively companion with sales groups and exterior companions to determine wants and supply applicable Wealth Management options.

Construct collaborative relationships with a number of constituencies.

Possess a broad understanding and skill to obviously talk on a variety of Wealth Management subjects and options; capable of reveal Wealth Management capabilities and present how Wealth Management is ready to present worth.

Present instructional alternatives for inner companions; increase consciousness degree of what Wealth Management is ready to present in help and providers

Fulfill Nuveen Investments’ Mission, to safe the lengthy-time period objectives of our shoppers and the advisors who serve them.

The position will contain 30%-40% touring.

SUBMIT YOUR CV HERE

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