Sales Supervisor
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Minnesota • Missouri • United States
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Salary
💰 $87,400 - $120,200 per year
About the role
- Provide direct supervision of investment advisory services to determine suitability of service and recommendations.
- Evaluate and select targeted client advisory relationships for review.
- Communicate with advisors, field registered principals, and field leaders regarding results of supervisory activity.
- Support the team’s efforts to innovate and improve the effectiveness and efficiency of processes.
- Represent the firm and functional processes in response to examinations, investigations, and other regulatory matters.
Requirements
- Demonstrated problem solving and analytical skills; ability to effectively analyze complex issues.
- Ability to use strong judgment when making sound, timely independent decisions on complex matters that do not have clear answers.
- Strong written and verbal communication skills.
- A bachelor’s degree and 3 years relevant work experience or 5 years relevant work experience.
- Relevant experience includes positions in financial services or other areas where you have built the skills needed to be successful in this role.
- Active Series 7, 24 and 63/65 or 66 - or the ability to obtain.
Benefits
- vacation time
- sick time
- 401(k)
- health insurance
- dental insurance
- life insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment advisory servicesanalytical skillsproblem solvingdecision making
Soft Skills
communication skillsjudgmentindependent decision making
Certifications
Series 7Series 24Series 63Series 65Series 66