National Advisor Consultant

Ameriprise Financial Services, LLC•Boston, MA

2d•Hybrid

About The Position

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.

Requirements

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.

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.