Regional Advisor Consultant – San Diego, Orange County, Las Vegas

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🔥 0 minutes ago

🏄 California, Nevada – Remote

🏄 California – Remote 🎰 Nevada – Remote

💵 $100k / year

⏰ Full Time

🟡 Mid-level

🟠 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

• Build and strengthen relationships with independent advisors and RIAs • Proactively identify sales opportunities and support advisor practice growth • Develop and execute a strategic territory plan • Deliver product positioning and market insights across equity, fixed income, alternatives, and portfolio solutions • Coordinate advisor meetings, follow-up, and business development activities to maximize sales effectiveness • Collaborate with internal partners to provide an exceptional client experience

🎯 Requirements

• Proven success in asset management sales, wholesaling, or advisor relationship management • Strong knowledge of investment products, capital markets, and advisor business models • Excellent communication, presentation, and relationship-building skills • Highly organized, self-motivated, and results-oriented • FINRA Series 7 and 63 preferred, or ability to obtain • Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States

🏖️ Benefits

• Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role • Vacation time • Sick time • 401(k) • Health insurance • Dental insurance • Life insurance • Reasonable accommodation during the application or interview process • Inclusive and performance-based culture with opportunities to belong, grow, contribute and realise potential