Remote Pacific West Wealth Growth Consultant

Ameriprise Financial Services, LLC

Eagle (ID)

Remote

USD 150,000 - 200,000

Full time

4 days ago

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Job summary

Ameriprise Financial Services, LLC 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 business partners to expand awareness, adoption and sales of wealth management solutions.

This remote role offers the opportunity to influence business outcomes through relationship management, market insight and thought leadership, while representing the organization at client, advisor and

Qualifications

10+ years of sales in financial services with wealth management knowledge.
License requirements: Series 7 and state registrations within 90 days.
Bachelor’s degree or equivalent.

Responsibilities

Drive territory sales results by developing and strengthening relationships with new and existing advisors through meetings, events and programs.
Apply a consultative sales approach to influence advisor product selection and opportunities.
Partner with sales consultants, field leadership, marketing and other stakeholders to execute territory business plans.
Monitor industry trends and regulatory changes; communicate insights to adjust sales strategy.
Travel to conduct advisor engagement activities and represent the organization at events.
Leverage CRM, analytics and systems to identify opportunities and improve sales effectiveness.
Manage territory operations, scheduling, budgets and follow-up processes.