Wealth Management Solutions Advisor (Hybrid, Inbound)

Ameriprise Financia; Minneapolis (MN); On-site; USD 62,000 - 86,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Job summary

Ameriprise Financial is seeking an Advisor Support Specialist to provide phone-based expertise on wealth management products, including advisory, structured and alternative investments. You will document interactions in Salesforce and collaborate across teams to support client and advisor objectives.

The role requires Series 7, state registrations or ability to obtain within 90 days, and 3+ years in financial services. In-office collaboration with partial remote flexibility is expected.

Qualifications

• 3+ years of experience in financial services, financial sales or financial wholesaling.
• Bachelor's degree or equivalent is required.
• Active Series 7 is required.
• Active State securities agent registration (S63 or 66) or ability to obtain within 90 days.
• Active State IAR registration (S65 or 66) or ability to obtain within 90 days.

Responsibilities

• Provide inbound phone consulting for Advisory Products, Structured Products and Alternative Investments.
• Capture advisor call information in Salesforce.com, including pipeline and tracking.
• Collaborate with internal and external partners to support client/advisor needs and business objectives.
• Participate in approved outbound call campaigns when required.
• Stay updated on product feature changes, asset allocation approaches and regulatory changes.

Skills

Phone skills

Sales

Communication

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking an Advisor Support Specialist to provide phone-based expertise on wealth management products, including advisory, structured and alternative investments. You will document interactions in Salesforce and collaborate across teams to support client and advisor objectives.

The role requires Series 7, state registrations or ability to obtain within 90 days, and 3+ years in financial services. In-office collaboration with partial remote flexibility is expected.