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Ameriprise Financial Services, LLC

National Advisor Consultant

Reposted 6 Hours Ago
Be an Early Applicant
In-Office
Boston, MA
24-24 Hourly
Entry level
In-Office
Boston, MA
24-24 Hourly
Entry level
The National Advisor Consultant promotes financial products through inbound sales calls, maintains client relationships, and supports sales teams within a collaborative environment.
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Join us as a National Advisor Consultant and take the next step in building your expertise in sales and finance. In this role, you’ll cultivate strong client relationships, deepen your industry knowledge, and thrive in a collaborative team environment.

We’re looking for individuals who are personable, detail-oriented, and driven to exceed goals. If you’re passionate about growth and success, this is your opportunity to shape a rewarding career path.

Key Benefits of This Role

  • Expand your financial services knowledge

  • Engage with clients and colleagues daily

  • Access top-tier sales training

  • Clear career paths—many team members advance into sales leadership or move into product, marketing, or investments

This is a Boston-based hybrid position with a mix of in-office and remote work.

Key Responsibilities

As a National Advisor Consultant, you'll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include:

  • 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.

Required Qualifications

  • 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.

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

The hourly rate for this role is $24.04 per hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Sales

Line of Business  

AMINV US Asset Management

Top Skills

Financial Services
Sales

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