Wealth Management Solutions Sales Consultant

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

Job summary

Ameriprise Financial Services, LLC is seeking a wealth management product advisor to assist advisors with product benefits, sales strategies, plan selection, rules/regulations, and suitability via inbound calls for Advisory, Structured, and Alternative Investments.

You will capture call details in Salesforce, collaborate with internal partners, and stay current on product changes and regulatory updates. The role is full-time, in-office with four days on-site and one day remote in Minneapolis.

Qualifications

• 3+ years’ experience in financial services industry, financial sales or financial wholesaling with proven phone skills.
• Bachelor's degree or equivalent.
• Active Series 7.
• 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

• Assist advisors with product benefits/features, sales strategies, plan selection, rules/regulations, and suitability via inbound calls.
• Occasional outbound calls for campaigns and approved activities.
• Partner with team members and internal business partners to support client/advisor needs and objectives.
• Provide expertise addressing product benefits/features, sales strategies, plan selection, rules/regulations, and suitability.
• Capture all relevant advisor call information in Salesforce, including pipeline and tracking.
• Collaborate with external partners and internal resources to develop business plans for visibility of wealth management products.
• Work with internal/external sales partners to support client/advisor needs and objectives.
• Assist team with ad hoc tactics and special mailboxes as needed.
• In unique circumstances, participate in approved outbound call campaigns.

Skills

Phone skills

Education

Bachelor's degree

Job description

Ameriprise Financial Services, LLC is seeking a wealth management product advisor to assist advisors with product benefits, sales strategies, plan selection, rules/regulations, and suitability via inbound calls for Advisory, Structured, and Alternative Investments.

You will capture call details in Salesforce, collaborate with internal partners, and stay current on product changes and regulatory updates. The role is full-time, in-office with four days on-site and one day remote in Minneapolis.