Senior Wealth Growth Consultant – Pacific West

Ameriprise Financial Services, LLC; California; Remote; USD 150.000 - 200.000; Vollzeit

Zusammenfassung

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 partners to expand awareness, adoption and sales of wealth management solutions, influencing outcomes through relationship management and market insight.

This remote role offers travel to regional events and requires a strong consultative sales background, with a base pay range of $150,000 to

Qualifikationen

• 10+ years in financial services sales with wealth management knowledge.
• Consultative sales experience and ability to influence outcomes.
• Bachelor’s degree or equivalent; Series 7 license required on hire.

Aufgaben

• Drive territory sales by strengthening advisor relationships through meetings and events.
• Influence product selection and identify opportunities aligned to client needs.
• Partner with teams to execute territory plans and growth objectives.
• Monitor trends and communicate insights affecting strategy.
• Travel within the territory for advisor engagement and events.
• Utilize CRM and analytics to identify opportunities and improve efficiency.
• Manage territory operations, scheduling, budgets, and follow-ups.

Kenntnisse

Sales experience

Wealth management knowledge

Relationship management

CRM tools

MS Office

Series 7 license

S63/S66 registrations

S65/S66 registrations

Ausbildung

Bachelor's degree or equivalent

Tools

CRM platforms

Sales analytics tools

Jobbeschreibung

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 partners to expand awareness, adoption and sales of wealth management solutions, influencing outcomes through relationship management and market insight.

This remote role offers travel to regional events and requires a strong consultative sales background, with a base pay range of $150,000 to