Remote Senior Wealth Management Solutions Consultant

Ameriprise Financial Services, LLC; United States; Remote; USD 150,000 - 200,000; Full time

Job summary

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

The role emphasizes relationship management, market insight and thought leadership, with opportunities to influence business outcomes and represent the company at events.

Qualifications

• 10+ years of experience in financial services with a sales focus.
• Experience in consultative sales influencing outcomes and driving growth.
• Strong communication and presentation skills.
• Proficient in financial products and wealth management knowledge.

Responsibilities

• Drive territory sales through one-on-one meetings, events and presentations.
• Influence advisor product selection and identify opportunities.
• Collaborate with sales, marketing and leadership to execute plans.
• Monitor industry trends and communicate insights to position products.
• Travel within territory for advisor engagement, training and events.
• Utilize CRM and analytics to identify opportunities and prep meetings.
• Manage territory operations, scheduling, budgets and follow-ups.

Skills

Territory sales

Relationship management

Consultative selling

Financial services knowledge

Presentation skills

Education

Bachelor's degree or equivalent

Job description

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

The role emphasizes relationship management, market insight and thought leadership, with opportunities to influence business outcomes and represent the company at events.