Sales Specialist, Capital Markets

Ameriprise Financial Services, LLC

Sales Specialist managing financial product promotions and providing advisor support in financial services. Collaborating closely with internal and external partners to drive sales strategies and advisor satisfaction.

Posted 7/10/2026full-timeMinneapolis • Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $87,400 - $120,200 per yearWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Educating advisors and promoting Structured Products and Alternative Investments via inbound and outbound calls across assigned advisor channels
Assisting advisors with product features and benefits, competitive analysis, and product positioning
Proactively conducting outbound calls to advisors in assigned region
Maintaining strong working relationships with product partners and other company stakeholders
Accurately tracking all activity in Salesforce.com and tracking/submitting all business expenses in Concur Expense Management system
Providing support and participating in advisor/client presentations and field facing events as required

Requirements

What you’ll need

5+ years’ experience in financial services industry, financial sales, or financial wholesaling
Bachelor’s degree or equivalent
Active Series 7
Active State securities agent registration (S63 or S66) or ability to obtain within 120 days
Active State IAR registration (S65 or S66) or ability to obtain within 120 days
Ability to travel up to 25%

Benefits

Comp & perks

Health insurance
401(k)
Paid time off
Flexibility to work from home one day per week

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Structured ProductsAlternative InvestmentsCompetitive AnalysisProduct PositioningFinancial SalesFinancial WholesalingAdvisor EducationOutbound CallingExpense ManagementClient Presentations

Soft Skills

Relationship ManagementCommunicationProactive EngagementCollaboration

Certifications

Active Series 7S63 RegistrationS66 RegistrationS65 Registration