Sales Specialist, ETFs

Job not on LinkedIn

🕒 February 4

🏄 California – Remote

🏄 California – Remote

💵 $100k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 45%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 financial advisors to guide implementation of Columbia Threadneedle's ETF account sales • Deliver product knowledge, competitor analysis, and usable sales approaches across BD, RIA, Private Bank, and Independent channels • Create Columbia Threadneedle brand recognition and demand • Drive sales by developing, maintaining, and deepening relationships with new and existing advisors • Represent Strategic Beta/ETF products distributed and marketed by Columbia Threadneedle • Partner with the Intermediary wholesaling team to achieve sales goals and objectives • Plan territories and resources effectively and use a consultative sales process and other performance improvement systems • Maintain and leverage a deep understanding of accounts and distributors, including specific distributor rules of engagement • Identify client needs and provide investment and business solutions to financial advisors • Travel 10–20% of the time

🎯 Requirements

• 5–7 years' experience in the financial services industry • 3+ years of sales experience • Knowledge of ETFs and ETF trading • Licensing: a combination of Series 7 and Series 66, or Series 7, Series 63 and Series 65 • Proven ability to build strong relationships • Demonstrated ability to make successful and dynamic sales presentations • Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States • Understanding of the RIA channel preferred • CIMA preferred

🏖️ 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 • Remote work