Wealth Management Product Consultant Inbound Advisory

00052 American Enterprise Investment; Minneapolis (MN); Ibrido; USD 62.000 - 86.000; Tempo pieno

Vantaggi offerti da questo lavoro

In-office four days a week

One day work from home per week

Competitive benefits: health, dental,

Descrizione del lavoro

Ameriprise Financial is seeking a Wealth Management Support professional in Minneapolis to assist advisors with product benefits, features, and suitability. You will handle inbound calls, provide consultative support on wealth management offerings, and maintain accurate Salesforce records.

Applicants should have a Bachelor's degree, 3+ years in financial services, and active Series 7 with state registrations (S63/S66 and S65/66 or ability to obtain within 90 days).

Competenze

• 3+ years’ experience in financial services, financial sales or financial wholesaling with proven phone skills.
• Bachelor's degree or equivalent.

Mansioni

• Inbound phone consulting for Advisory Products, Structured Products and Alternative Investments.
• Occasional outbound calls for campaigns and approved activities.
• Collaborate with internal teams to support client/advisor needs and business objectives.
• Capture advisor call information in Salesforce, including pipeline data.
• Work with partners to develop and implement plans to maximize product visibility.

Conoscenze

Phone consulting

Series 7

S63/S66

S65/S66

Formazione

Bachelor's degree

Strumenti

Salesforce

Descrizione del lavoro

Ameriprise Financial is seeking a Wealth Management Support professional in Minneapolis to assist advisors with product benefits, features, and suitability. You will handle inbound calls, provide consultative support on wealth management offerings, and maintain accurate Salesforce records.

Applicants should have a Bachelor's degree, 3+ years in financial services, and active Series 7 with state registrations (S63/S66 and S65/66 or ability to obtain within 90 days).