Key Responsibilities
Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Financial Advisors for sales presentations and interactions with clients.
First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process. Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager in the financial planning process. Gathering and documenting information to ensure compliance requirements are met.
Liaison between Product Specialists and Financial Advisors to come up with recommendations.
Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and requirements up to date.
Required Qualifications
High school or GED.
1+years of relevant experience.
Current FINRA Series 7
State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
Must have or obtain Minnesota Life, Accident /Health Insurance and Variable Contracts license within 30 days of hire date.
Previous experience delivering outstanding client service.
Detail oriented, strong math and analytical skills.
Good organization and time management skills.
Ability to manage multiple priorities and prioritize effectively.
Process oriented and ability to work in a team environment. Knowledge of financial services products/services.
Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.
Preferred Qualifications
Bachelor’s degree or equivalent.
CFP, CRPC
Previous sales experience or exposure preferred.
Compensation & Benefits
$60,000-$62,000 starting salary
Opportunity to earn $60,000-$100,000+ within the first three years through salary and performance-based incentives
Tuition reimbursement
CFP® certification support
Comprehensive benefits package
Visa Sponsorship
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).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
About This Opportunity
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.
Base Pay Salary
The estimated base salary for this role is $60,000- $62,000 / year. 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, and/or long-term incentives depending on the role and the team. 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 insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AFG Ameriprise Franchise Group
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.
