RVP Wealth Management - Pacific West

Ameriprise Financial Services, LLC • Hallettsville, TX

2d • $150,000 - $200,000 • Remote

About The Position

Ameriprise Financial is seeking an experienced sales consultant to grow wealth management product sales across the Pacific West. The role partners with advisors, field leaders, and internal business partners to expand awareness, adoption, and sales of wealth management solutions. Through relationship management, market insight, and thought leadership, the position influences business outcomes and represents the organization at client, advisor, broker-dealer, and industry events. The role is remote and eligible for work in Washington, Oregon, Idaho, Montana, California, Nevada, Utah, Arizona, or Minnesota, with travel throughout the territory. The estimated base salary is $150,000–$200,000 per year; compensation may also include bonus, commissions, and/or long-term incentives. The position is full-time and exempt.

Requirements

• At least 10 years of financial services industry experience in a sales-focused role, with deep investment and wealth management product knowledge.
• Experience in a consultative sales environment and a proven track record of influencing outcomes and driving business growth.
• Bachelor’s degree or equivalent.
• Series 7 license required upon hire.
• Active State securities agent registration (S63 or S66), or ability to obtain it within 90 days.
• Active State IAR registration (S65 or S66), or ability to obtain it within 90 days.
• Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States.

Nice To Haves

• Professional designation such as CFP, ChFC, CRPC, CEBS, RICP, or similar credential.
• Strong business acumen and proficiency with Microsoft Office applications, customer relationship management platforms, and sales analytics tools.
• Excellent communication, presentation, relationship-building, and problem-solving skills.
• Ability to work effectively in a fast-paced, highly matrixed environment while influencing and motivating diverse stakeholders.
• Knowledge of Ameriprise business units, advisor channels, and field organization structures.
• Preferred location within the Pacific West Territory: Washington, Oregon, Idaho, Montana, California, Nevada, Utah, or Arizona.

Responsibilities

• Drive territory sales results by developing and strengthening relationships with new and existing advisors through one-on-one meetings, presentations, client events, and educational programs.
• Use a consultative sales approach to influence advisor product selection and identify opportunities aligned with client and business needs.
• Partner with sales consultants, field leadership, marketing, and other stakeholders to execute territory business plans and achieve growth objectives.
• Monitor industry trends, competitive developments, and regulatory changes, and communicate insights that affect product positioning and sales strategy.
• Travel throughout the territory to engage advisors, deliver training, and represent the organization at regional, national, and industry events.
• Use customer relationship management tools, sales analytics, and proprietary systems to identify opportunities, prepare meetings, and improve sales effectiveness.
• Manage territory operations, scheduling, recognition activities, budgets, and follow-up processes to improve efficiency and advisor experience.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Variable pay may include bonus, commissions, and/or long-term incentives, depending on the role.

What This Job Offers

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