RVP Wealth Management
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Remote
Location: Minnesota • United States
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Salary
💰 $150,000 - $200,000 per year
Job Level
About the role
- Drive sales in territory by developing & maintaining relationships with new and existing advisors through 1:1 calls, client events, training/education, group presentations, etc.
- Influence advisor choice through the use of a consultative process and other techniques/systems.
- Work with leader to research and manage territory to execute on sales plan.
- Build and maintain relationships with internal/external partners.
- Research and communicate industry changes and trends.
- Travel within territory to conduct in person 1:1 Advisor sales calls and client events.
- Represent WMS at National, Regional and Industry related meetings.
- Manage and develop systems to create efficiencies.
Requirements
- 10+ years’ experience in financial services industry in a selling role
- Bachelor's degree or equivalent
- Series 7 required upon hire
- Series 63 & 65 (or 66), or the ability to acquire within 90 days
- Ability to travel (~25-35%) to support team and client needs and live within territory
Benefits
- vacation time
- sick time
- 401(k)
- health, dental and life insurances
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship buildingconsultative sellingcommunicationinfluencingtrainingpresentation skillsresearchorganizational skillsefficiency management
Certifications
Series 7Series 63Series 65Series 66