National Sales Consultant, Wealth Management Solutions

Ameriprise Financial Services, LLC; Minneapolis (MN); On-site; USD 62,000 - 86,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a wealth management product advisor to assist advisors with product benefits, sales strategies, plan selection, rules/regulations, and suitability via inbound calls for Advisory, Structured, and Alternative Investments.

You will capture call details in Salesforce, collaborate with internal partners, and stay current on product changes and regulatory updates. The role is full-time, in-office with four days on-site and one day remote in Minneapolis.

Qualifications

• 3+ years’ experience in financial services industry, financial sales or financial wholesaling with proven phone skills.
• Bachelor's degree or equivalent.
• Active Series 7.
• Active State securities agent registration (S63 or 66) or ability to obtain within 90 days.
• Active State IAR registration (S65 or 66) or ability to obtain within 90 days.

Responsibilities

• Assist advisors with product benefits/features, sales strategies, plan selection, rules/regulations, and suitability via inbound calls.
• Occasional outbound calls for campaigns and approved activities.
• Partner with team members and internal business partners to support client/advisor needs and objectives.
• Provide expertise addressing product benefits/features, sales strategies, plan selection, rules/regulations, and suitability.
• Capture all relevant advisor call information in Salesforce, including pipeline and tracking.
• Collaborate with external partners and internal resources to develop business plans for visibility of wealth management products.
• Work with internal/external sales partners to support client/advisor needs and objectives.
• Assist team with ad hoc tactics and special mailboxes as needed.
• In unique circumstances, participate in approved outbound call campaigns.

Skills

Phone skills

Education

Bachelor's degree

Job description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

• In this role, you will utilize technical product expertise and consultation skills to help advisors with assigned wealth management products, including product benefits/features, sales strategies, plan selection, rules/regulations, and suitability through inbound calls. This includes primarily inbound phone consulting for Advisory Products, Structured Products and Alternative Investments.
• You may make periodic outbound calls in unique circumstances that may involve specific campaigns and/or other approved activities.
• Responsibilities also include partnering closely with other team members and internal business partners to support client/advisor needs and business objectives.
• Expertise and consultation skills addressing product benefits/features, sales strategies, plan selection, rules/regulations, and suitability for assigned wealth management products.
• Capture all relevant advisor call information in Salesforce.com, including pipeline and tracking information.
• Collaborate with external partner(s) and internal resources to develop and implement business plans to maximize visibility for wealth management products.
• Partner closely with other internal/external sales partners including product consultants and internal business partners to support client/advisor needs and business objectives.
• Assist team on various ad hoc tactics, such as special mailboxes, that may be set up from time to time based on need.
• In unique circumstances, participate in approved outbound call campaigns for a variety of reasons (e.g. focus areas for team, following up to conference, etc.).
• Stay abreast of product feature changes, asset allocation approach, and regulatory changes.

Required Qualifications

• 3+ years’ experience in financial services industry, financial sales or financial wholesaling with proven phone skills.
• Bachelor's degree or equivalent.
• Active Series 7.
• Active State securities agent registration (S63 or 66) or ability to obtain within 90 days.
• Active State IAR registration (S65 or 66) or ability to obtain within 90 days.

Preferred Qualifications

• Knowledge of wealth management products, including asset allocation and portfolio selection.
• Ability to articulate complex information in a clear and concise manner, excellent telephone communication skills and presentation skills.
• Proven ability to establish rapport and credibility quickly.
• Solid presentation skills for use in one-on-one as well as infrequent large group settings.
• Ability to work in a sales-oriented team environment.
• Experience with Ameriprise platform and products.
• Visa Sponsorship.
• Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $62,300 - $85,700/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

FPPS Wealth Management Solutions

Equal Opportunity Employer

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

Accessibility Statement

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.