Regional Advisor Consultant – San Diego, Orange County, Las Vegas

Ameriprise Financial Services, LLC

Regional Advisor Consultant growing Columbia Threadneedle’s asset-management business among independent advisors and RIAs. Developing territory strategy, positioning investment products, and driving sales across San Diego, Orange County, and Las Vegas.

Posted 8/4/2026full-timeRemote • California, Nevada • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in asset management sales and advisor relationship management, with a strong understanding of investment products and capital markets. Proven ability to develop strategic territory plans and deliver exceptional client experiences through effective communication and collaboration.

Highest-signal resume keywords

Asset Management SalesAdvisor Relationship ManagementInvestment Products KnowledgeFINRA Series 7FINRA Series 63

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Sales Opportunity IdentificationStrategic Territory PlanningProduct PositioningMarket Insights DeliveryBusiness Development Coordination

Soft Skills

Excellent CommunicationPresentation SkillsRelationship-BuildingHighly OrganizedSelf-Motivated

Certifications & Qualifications

FINRA Series 7FINRA Series 63

Industry Keywords

Capital MarketsAdvisor Business ModelsIndependent AdvisorsRegistered Investment Advisors (RIAs)Portfolio Solutions

About the role

Key responsibilities & impact

Build and strengthen relationships with independent advisors and RIAs
Proactively identify sales opportunities and support advisor practice growth
Develop and execute a strategic territory plan
Deliver product positioning and market insights across equity, fixed income, alternatives, and portfolio solutions
Coordinate advisor meetings, follow-up, and business development activities to maximize sales effectiveness
Collaborate with internal partners to provide an exceptional client experience

Requirements

What you’ll need

Proven success in asset management sales, wholesaling, or advisor relationship management
Strong knowledge of investment products, capital markets, and advisor business models
Excellent communication, presentation, and relationship-building skills
Highly organized, self-motivated, and results-oriented
FINRA Series 7 and 63 preferred, or ability to obtain
Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States

Benefits

Comp & perks

Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Reasonable accommodation during the application or interview process
Inclusive and performance-based culture with opportunities to belong, grow, contribute and realise potential