Job Description
Examples of advisory products include, but are not limited to:
* Active Portfolios
Signature Wealth
* SPS Advantage & Advisor
* Select Separate Accounts
* Select Strategist UMA
* Select ETF Portfolios
* Envestnet Platforms
Key Responsibilities
- Proactively conducting outbound calls to advisors in assigned region
- Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive advisory sales.
- Maintain strong working relationships with product partners, IRG, and regional team. This role will also work closely with the other internal sales desks and internal business partners to support client/advisor needs.
- Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system.
- Utilize Microsoft Teams for advisor sales interactions.
- Provide support and participate in advisor/client presentations and field facing events as required.
- In partnership with WMS RVP, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations.
- Complete required coursework to maintain compliance with state and federal regulations and licenses.
Required Qualifications
- Bachelor's Degree or equivalent in a related field
- 5+ years' experience in financial services industry, financial sales, or financial wholesaling with proven phone skills
- Active Series 7 and Series 63 & 65 (or Series 66) or the ability to obtain within 120 days
- Deep understanding of advisory platform: (i.e. Active Portfolios, Signature Wealth, SPS Advantage, SPS Advisor, Separate Accounts, Strategist UMA, etc.)
- Overnight travel required up to 25%
Preferred Qualifications
- CFP, CRPC, APMA, ChFC designations preferred (or strong desire to achieve)
- Experience as a financial planner, financial advisor, or investment broker
- Experience with Ameriprise Financial product suite
- Knowledge of the Ameriprise field structure
- Proven ability to establish rapport and credibility quickly
- Demonstrated sales and coaching experience and understanding of the wholesaling process
- Must be open to Quality Sales Call coaching
- Independent self-starter with strong teamwork orientation and relationship skills
- Excellent communication and influencing skills
- Strong organizational skills and ability to manage multiple priorities
- Strong presentation skills using MS Teams
- Must have a clean compliance record
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $70,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeExempt/Non-Exempt
ExemptJob Family Group
SalesLine of Business
FPPS Wealth Management SolutionsExamples of advisory products include, but are not limited to:
* Active Portfolios
Signature Wealth
* SPS Advantage & Advisor
* Select Separate Accounts
* Select Strategist UMA
* Select ETF Portfolios
* Envestnet Platforms
Key Responsibilities
- Proactively conducting outbound calls to advisors in assigned region
- Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive advisory sales.
- Maintain strong working relationships with product partners, IRG, and regional team. This role will also work closely with the other internal sales desks and internal business partners to support client/advisor needs.
- Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system.
- Utilize Microsoft Teams for advisor sales interactions.
- Provide support and participate in advisor/client presentations and field facing events as required.
- In partnership with WMS RVP, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations.
- Complete required coursework to maintain compliance with state and federal regulations and licenses.
Required Qualifications
- Bachelor's Degree or equivalent in a related field
- 5+ years' experience in financial services industry, financial sales, or financial wholesaling with proven phone skills
- Active Series 7 and Series 63 & 65 (or Series 66) or the ability to obtain within 120 days
- Deep understanding of advisory platform: (i.e. Active Portfolios, Signature Wealth, SPS Advantage, SPS Advisor, Separate Accounts, Strategist UMA, etc.)
- Overnight travel required up to 25%
Preferred Qualifications
- CFP, CRPC, APMA, ChFC designations preferred (or strong desire to achieve)
- Experience as a financial planner, financial advisor, or investment broker
- Experience with Ameriprise Financial product suite
- Knowledge of the Ameriprise field structure
- Proven ability to establish rapport and credibility quickly
- Demonstrated sales and coaching experience and understanding of the wholesaling process
- Must be open to Quality Sales Call coaching
- Independent self-starter with strong teamwork orientation and relationship skills
- Excellent communication and influencing skills
- Strong organizational skills and ability to manage multiple priorities
- Strong presentation skills using MS Teams
- Must have a clean compliance record
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $70,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeExempt/Non-Exempt
ExemptJob Family Group
SalesLine of Business
FPPS Wealth Management Solutions
About Ameriprise Financial
For 125 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you be brilliant.
A company with integrity.
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression, and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
We have more than $875 billion in assets under management and administration.
We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities, and Protection.
We have more than 2 million individual, business, and institutional clients.
Our Leaders
Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.
Our Locations
Ameriprise Financial was founded and is headquartered in Minneapolis. We also have corporate offices throughout the United States and across the globe, including New York, Boston, London, and India.
Our History
Since 1894, we at Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams.
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