
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.
🔥 12 minutes ago
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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.
• Lead sales efforts primarily through net flows • Conduct sales opportunity analysis • Drive advisor targeting and engagement • Direct product subject-matter experts • Direct internal and external wholesaling activities • Drive advisor net flows through virtual interactions • Convey key messaging through defined visits and advisor meetings • Execute the region plan and support advisors and field leaders • Partner with field leaders, advisors, wholesalers, product partners, corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third-party wholesalers, and other critical groups • Translate national call messaging into regional needs and priorities • Support creation of the region plan in alignment with the national plan • Ensure field leaders and key stakeholders understand the plan • Participate in segmentation and regional engagement planning, including coaching programs • Engage Experienced Advisor Recruits and field leaders in financial advice through Confident Retirement conversations and client case analysis • Participate virtually in client and advisor meetings when appropriate, engaging product experts and other resources
• Bachelor’s degree or equivalent experience • 7+ years of relevant work experience • Experience participating in client meetings supporting/facilitating discussion and client case analysis • Ability to review, analyze, and gather data • Ability to identify data trends and develop and articulate solutions to solve gaps in the plan • Demonstrated ability to lead and motivate advisors, leaders, and field staff • FINRA Series 7 • State securities license (S63 or S66) • State IAR license (S65 or S66) • Ability to travel 25% • Excellent written and verbal communication skills • Executive presence and ability to answer questions spontaneously • Emotional competence, resilience, execution discipline, and positivity • Familiarity and some expertise with Wealth Management and Risk • Sales experience and coaching skills • Valid U.S. work authorization that does not now or in the future require visa sponsorship
• Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role • Competitive and comprehensive benefits program • Vacation time • Sick time • 401(k) • Health insurance • Dental insurance • Life insurance • Remote work arrangement • Equal opportunity and inclusive recruitment process • Reasonable accommodations for individuals with disabilities during recruitment
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