Sales Specialist, ETFs
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Remote
Location: California • Illinois • United States
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Salary
💰 $100,000 - $125,000 per year
About the role
- Partner and consult with financial advisors to guide the 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
- Travel required: 10-20% of time
- Represent Strategic Beta/ETF products distributed and marketed by Columbia Threadneedle
Requirements
- 5 - 7 years' experience in financial services industry
- 3+ years 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
- Understanding of RIA channel
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
ETF knowledgeETF tradingsales experience
Soft Skills
relationship buildingsales presentations
Certifications
series 7series 66series 63series 65