
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.
🔥 21 hours ago
🏈 Alabama, Florida, +6 more states – Remote
💵 $68.7k - $120.6k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🤑 Sales
👻 Ghost score 1%
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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.
• Engage and coach advisors to grow their businesses through net client acquisition, net flows and practice management • Partner with field leaders to drive results across assigned geographies or territories • Provide proactive support to advisors on growth topics through Teams, calls, chats and other mediums • Meet minimum-contact service levels for coached advisors • Analyze data to identify reasons for contact and drive sales results and behavior change • Influence advisors to accelerate growth or course-correct when required • Build cohorts of advisors focused on client acquisition, net flows or practice management • Curate content, facilitate peer dialogue and drive the Four Disciplines of Execution through monthly calls • Engage advisors through business planning, town halls, leader one-on-ones and other methods • Assess advisor needs and provide personalized growth plans • Partner to determine leading and lagging growth indicators • Develop technical learning labs and growth labs focused on firm technology • Develop advisor champions and partner with them to deliver content • Align messaging with field leadership and deliver content regionally and nationally • Travel with field leaders and team members to territory and national functions • Serve as a subject matter expert and present to advisor groups virtually or at local leadership functions
• 3 - 5 years' relevant experience • Bachelor's degree or equivalent • Active Series 7 or ability to obtain within 90 days • Active State securities agent registration (S63 or S66) or ability to obtain within 90 days • Active State IAR registration (S65 or S66) or ability to obtain within 90 days • Previous experience in financial services industry strongly preferred • Previous sales/marketing experience preferred • Strong written and verbal communication skills • Demonstrated ability to work in a fast-paced environment and manage multiple competing priorities • Previous experience working collaboratively with a wide variety of partners • Knowledge of financial planning principles and processes, advisor practice management processes and systems • Ability to influence advisor and field leader behavior • Strong communication, coaching, training and presentation skills • Ability to coach advisors on compliant application of financial planning tools • Ability to collaborate, develop and maintain relationships, and influence field sales leaders and advisors to drive results • Self-driven and accountable • Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States
• Vacation time • Sick time • 401(k) • Health insurance • Dental insurance • Life insurance • Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role • Remote work eligibility in specified locations • Travel and in-person collaboration expectations discussed during the hiring process
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