Ameriprise Financial, Inc

Sr. Regional Advisor Consultant- B/D (DC, Southern MD, VA)

Ameriprise Financial, Inc • $100K *
Minneapolis, MN 55407In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent work experience.
  • Minimum 3-5 years in mutual fund/separate account wholesaling or supporting a wholesaler.
  • In-depth knowledge of mutual funds and separate accounts.
  • Proficient in making successful and dynamic sales presentations.
  • Self-driven with territory budget management experience.
  • Experience with separate managed accounts.
  • Established relationships within the sales channel.
  • Required licenses: Series 7, state registration (S63/S66), and IAR registration (S65/S66) or ability to obtain.

Responsibilities

  • Represent all Columbia Management products in assigned territory to drive sales.
  • Develop and manage territory business plans with internal partners to meet regional sales goals.
  • Identify client needs and provide tailored investment solutions for financial advisors.
  • Conduct training and seminars for financial advisors and make joint sales presentations.
  • Stay updated on market trends to ensure competitive positioning and effective client communication.

Benefits

  • Remote work options for qualified candidates.
  • Comprehensive benefits program including health, dental, and life insurance.
  • 401(k) plan for retirement savings.
  • Vacation and sick leave for work-life balance.
Full Job Description
Job Description

Partner and consult with advisors to guide the implementation of Columbia's mutual funds and/or separate accounts sales in a major market or high opportunity territory. Deliver product knowledge and usable sales approaches, and create Columbia brand recognition and demand.

If you are not located close to a physical office, remote work is considered for qualified candidates.

Key Responsibilities
  • Represent all products distributed and marketed by Columbia Management in assigned territory. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Influence advisor choices by using a consultative sales process and other performance improvement systems.
  • Partner with internal wholesaler and major market hybrids, as applicable, to develop a business plan, manage the territory, and drive regional sales goals and objectives. Coordinate closely with divisional leader and report sales and activities on a regular basis.
  • Identify client needs and provide investment and business solutions to the financial advisor. Build and maintain relationships with internal and external business partners, including marketing, senior leaders, field leaders, in order to deliver to clients.
  • Conduct sales or product training meetings and public seminars for financial advisors. Make joint sales presentations to existing and prospective clients. Consult in the areas of portfolio building and practice management.
  • Keep abreast of industry/market trends and developments and maintains sound working knowledge of Columbia's products and services. Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.


Required Qualifications
  • Bachelor's degree or equivalent work experience.
  • Minimum of 3-5 years in mutual fund/separate account wholesaling or supporting a mutual fund/separate account wholesaler.
  • In depth working knowledge and experience with mutual funds and separate accounts.
  • Demonstrated ability to make successful and dynamic sales presentations.
  • Self-driven - able to manage territory budget and to operate autonomously.
  • Separate managed accounts experience.
  • Established relationships in the channel.
  • Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain within a defined period of time.


Preferred Qualifications
  • Advanced degree (MBA) and or CIMA or CFP


Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Base Pay Salary

The estimated base salary for this role is $100,000 / 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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

AMINV US Asset Management

About Ameriprise Financial, Inc

Ameriprise Financial, Inc Careers

Joining Ameriprise Financial, Inc presents an unparalleled opportunity to advance your career with a leader in financial services. Our team of professionals is dedicated to fostering an environment of growth, innovation, and leadership. Work You’ll Do At Ameriprise Financial, Inc, you will be part of a culture that thrives on diversity, professional excellence, and ethical standards. Our employees are empowered to master their roles and contribute to the company’s success through continuous personal and professional development. Transform Your Career Lead your career on a path of continuous growth with Ameriprise Financial, Inc. Our company stands at the forefront of the financial industry, integrating cutting-edge technology and substantial market expertise to deliver exceptional service to our clients. Work with a team of skilled professionals who are committed to a culture of innovation and exceptional leadership. Collaborate on projects that reshape financial planning and improve client outcomes. Ameriprise Financial, Inc Job Opportunities We are actively hiring and have a variety of job opportunities that cater to different skills and career levels. From entry-level positions to leadership roles, Ameriprise Financial, Inc offers a dynamic work environment where your skills will be honed and your achievements recognized. Join our team and contribute to our mission of helping clients achieve their financial goals. Explore positions in areas such as financial advising, customer service, IT, and more. Internship Programs Kickstart your career with an Ameriprise Financial, Inc internship. Our internships provide invaluable workplace experience, networking opportunities, and insights into the financial services industry. Interns at Ameriprise Financial, Inc are crucial team members, working alongside seasoned professionals and contributing to real-world projects. Benefits and Growth Ameriprise Financial, Inc is committed to the growth and development of our employees. We offer competitive benefits, diversity training, and professional development programs that encourage our team to stay ahead in the industry. Our benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Leadership and Development Develop your leadership skills through targeted training and mentorship at Ameriprise Financial, Inc. We believe in nurturing leadership potential and offer various programs designed to help you grow into a visionary leader within the company. Stay Connected Join Our Team Search for open positions that match your skills and interests. We are looking for passionate, curious, and driven team players. Start your journey with Ameriprise Financial, Inc today and build a career that you can be proud of. SEARCH AMERIPRISE FINANCIAL JOBS Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Ameriprise Financial, Inc.
Learn more about Ameriprise Financial, Inc
Size
12,000 employees
Market Cap
$32.7 billion
Industry
Finance & Insurance
Net Income
$1.5 billion
Founded
1894
5 Year Trend
+2.6%
Revenue
$11.9 billion
NASDAQ
AMP
* Ladders Estimates

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