Ameriprise Financial Services, LLC is a diversified financial services leader with a strong focus on client relationships. The National Advisor Consultant role involves promoting Columbia Management products and providing support to brokers, while fostering client engagement and expanding financial services knowledge.
Responsibilities
- Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers
- Maintains and expands existing fund business with current producers by encouraging repeat sales and cross-selling other products
- Generates producer prospect referrals from existing fund producers for wholesalers and inside wholesalers
- Maintains effective and ongoing communication with inside wholesaler, internal marketing staff and other departments
- Solicits feedback from managers, sales desk, and wholesalers
- Takes and inputs literature orders
- Maintains management software
- Assumes additional responsibilities as requested
Skills
- Bachelor's degree or equivalent
- Excellent organizational, communication and interpersonal skills
- Attention to detail and accuracy
- Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain within a defined period of time
Benefits
- Vacation time
- Sick time
- 401(k)
- Health, dental and life insurance
Company Overview
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. It was founded in 1990, and is headquartered in Vancouver, Washington, USA, with a workforce of 5001-10000 employees. Its website is https://www.kpsinc.net.Company H1B Sponsorship
Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships, with 105 in 2025, 74 in 2024, 62 in 2023, 105 in 2022, 82 in 2021, 73 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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