Senior Wealth Management Sales Exec, Pacific West (Remote)

Ameriprise Financial Services, LLC

Montana City (MT)

Remote

USD 150,000 - 200,000

Full time

4 days ago

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Benefits offered by this job

Health benefits

401(k) plan

Paid time off

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 and leaders to expand awareness, adoption, and sales of wealth solutions.

The role emphasizes relationship management, market insights, and thought leadership, with travel and events part of the duties. Join a team that values client focus and performance, offering a comprehensive benefits program and a pay-for-performance compensation

Qualifications

10+ years in financial services sales with wealth management knowledge.
Experience in consultative selling and influencing outcomes.
Bachelor’s degree or equivalent.
Series 7 license required on hire.
Active State securities registration (S63 or S66) or ability to obtain within 90 days.
Active IAR registration (S65 or S66) or ability to obtain within 90 days.

Responsibilities

Drive territory sales by building relationships with advisors through meetings and events.
Influence advisor product selection with a consultative approach.
Collaborate with sales, marketing and leadership to execute territory plans.
Monitor trends and communicate insights to adjust strategy.
Travel to engage advisors and represent the company at events.
Leverage CRM, analytics, and systems to identify opportunities and meetings.
Manage territory operations, scheduling, budgets, and follow-up.