
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.
🔥 7 minutes ago
🌵 Arizona, California, +4 more states – Remote
💵 $114.5k - $157.4k / year
⏰ Full Time
🔴 Lead
🤑 Sales
👻 Ghost score 0%
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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 • Serve as a strategic partner for field leaders, advisors, wholesalers, and regional product partners • Drive advisor net flows through virtual interactions and defined advisor visits and meetings • Execute the region plan and support advisors and field leaders • Partner with corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third-party wholesalers, and other support groups • Translate national call messaging into regional needs and priorities • Support creation and understanding of the regional plan aligned with the national 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/advisor meetings and engage product experts when appropriate
• 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; identify data trends; and develop and articulate solutions • Demonstrated ability to lead and motivate advisors, leaders, and field staff • FINRA Series 7, or willingness to obtain within 90 days • State securities license S63 or S66, or willingness to obtain within 90 days • State IAR license S65 or S66, or willingness to obtain within 90 days • Ability to travel 25% • Excellent written and verbal communication skills • Executive presence • Emotional competence and resilience in difficult situations • Familiarity and some expertise with Wealth Management and Risk • Sales experience and coaching skills • Valid U.S. work authorization without current or future visa sponsorship requirement
• 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 support during recruitment and interviews
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