National Advisor Consultant

Ameriprise Financial Services, LLC • Boston, MA

1d • Hybrid

About The Position

We regularly recruit for this role and maintain an active talent pool of interested candidates. While we may not have an immediate vacancy at the time of your application, we encourage you to apply if this opportunity aligns with your skills and experience. All applications are carefully reviewed, and if your profile is a strong match, we will reach out as suitable positions become available. By applying, you’ll be considered for future openings as they arise. 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.

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.
• Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

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.

Benefits

• 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
• vacation time
• sick time
• 401(k)
• health, dental and life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level