Senior Wealth Management Sales Executive – Pacific West

Ameriprise Financial Services, LLC

Idaho

Remote

USD 150,000 - 200,000

Full time

4 days ago

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Job summary

Ameriprise Financial Services, LLC in the United States 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 requires travel to engage advisors, present at events, and collaborate with cross-functional teams.

Qualifications

10+ years of experience in the financial services industry in a sales-focused role with deep investment and wealth management product knowledge.
Experience in consultative sales with proven track record of influencing outcomes and growth.
Bachelor’s degree or equivalent; licenses required upon hire: Series 7, S63/S66, S65/S66.

Responsibilities

Drive territory sales results by strengthening relationships with new and existing advisors.
Influence advisor product selection through consultative selling.
Collaborate with sales, marketing, and leadership to execute territory plans.
Monitor industry trends and communicate insights to adapt positioning.
Travel to engage advisors and represent Ameriprise at events.
Utilize CRM, sales analytics, and proprietary systems to identify opportunities.
Manage territory operations, scheduling, budgets, and follow-up processes.