Regional VP, Wealth Management – Pacific West

Ameriprise Financial

Minneapolis (MN)

Remote

USD 150,000 - 200,000

Full time

5 days ago
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Benefits offered by this job

401(k)
Health insurance
Paid time off
Remote work flexibility

Job summary

Ameriprise Financial is seeking an experienced sales consultant to drive wealth management product growth across the Pacific West. You will partner with advisors, field leaders and internal partners to expand awareness, adoption and sales of wealth management solutions.

You will have significant influence on business outcomes through relationship management, market insight and thought leadership. This position offers the opportunity to make a measurable impact while representing the organization

Qualifications

  • 10+ years of experience in financial services sales with wealth management knowledge.
  • Proven track record in consultative selling and driving business growth.
  • Bachelor’s degree and active securities registrations (Series 7, S63/S66, S65/S66).

Responsibilities

  • Drive territory sales results by building relationships with new and existing advisors.
  • Apply a consultative approach to influence product selection and opportunities.
  • Partner with leaders to execute territory plans and growth objectives.
  • Monitor industry trends and regulatory changes and communicate insights.
  • Travel to conduct advisor engagement, training, and events.

Skills

Consultative selling
Relationship management
Financial services sales
Territory management

Education

Bachelor's degree
Series 7 license
S63 / S66 securities registrations
S65 / S66 IAR registrations

Tools

CRM platforms
Sales analytics tools
Microsoft Office

Job description

Ameriprise Financial is seeking an experienced sales consultant to drive wealth management product growth across the Pacific West. You will partner with advisors, field leaders and internal partners to expand awareness, adoption and sales of wealth management solutions.

You will have significant influence on business outcomes through relationship management, market insight and thought leadership. This position offers the opportunity to make a measurable impact while representing the organization

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