Senior Regional Advisor Consultant – B/D

🕒 2 days ago

🏛️ District of Columbia, Maryland, +1 more states – Remote

🏛️ District of Columbia – Remote 🦀 Maryland – Remote ⚔️ Virginia – Remote

💵 $100k / year

⏰ Full Time

🟠 Senior

💼 Consultant

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Ameriprise Financial Services, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1894

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Ameriprise Financial Services, LLC is a leading provider of personalized financial planning and advice. The company emphasizes one-to-one financial advice to help clients reach their unique financial goals and offers complimentary consultations with its financial advisors. Ameriprise is well-regarded in the investment industry, providing award-winning service focused on client satisfaction. With the support of their Investment Research Group, Ameriprise advisors provide clients with objective research, actionable investment strategies, and ongoing market and economic analysis. The company also prioritizes online security and privacy for clients accessing their accounts and financial documents online.

📋 Description

• Partner and consult with advisors to guide the implementation of Columbia's mutual funds and/or separate accounts sales in a major market or high opportunity territory • Deliver product knowledge and usable sales approaches, and create Columbia brand recognition and demand • Represent all products distributed and marketed by Columbia Management in assigned territory • Drive sales by developing, maintaining, and deepening relationships with new and existing advisors • Influence advisor choices by using a consultative sales process and other performance improvement systems • Partner with internal wholesaler and major market hybrids, as applicable, to develop a business plan, manage the territory, and drive regional sales goals and objectives • Coordinate closely with divisional leader and report sales and activities on a regular basis • Identify client needs and provide investment and business solutions to the financial advisor • Build and maintain relationships with internal and external business partners, including marketing, senior leaders, field leaders, in order to deliver to clients • Conduct sales or product training meetings and public seminars for financial advisors • Make joint sales presentations to existing and prospective clients • Consult in the areas of portfolio building and practice management • Keep abreast of industry/market trends and developments and maintains sound working knowledge of Columbia's products and services • Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers

🎯 Requirements

• Bachelor’s degree or equivalent work experience • Minimum of 3-5 years in mutual fund/separate account wholesaling or supporting a mutual fund/separate account wholesaler • In depth working knowledge and experience with mutual funds and separate accounts • Demonstrated ability to make successful and dynamic sales presentations • Self-driven - able to manage territory budget and to operate autonomously • Separate managed accounts experience • Established relationships in the channel • Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain within a defined period of time

🏖️ Benefits

• Health, dental and life insurances • 401(k) • Vacation time • Sick time