National Sales Consultant, Wealth Management Solutions

Ameriprise Financial Services, LLC

. Utilize technical product expertise and consultation skills to help advisors with assigned wealth management products, including product benefits/features, sales strategies, plan selection, rules/regulations, and suitability through inbound calls .

Posted 11/6/2026full-timeMinneapolis • Minnesota • United StatesMid-LevelSenior💰 $62,300 - $85,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management products and financial services, with strong phone communication skills and the ability to articulate complex information clearly. Proven experience in collaborating with internal and external partners to support client needs and achieve business objectives.

Highest-signal resume keywords

Wealth Management Products KnowledgeActive Series 7 CertificationFinancial Services ExperienceSales-Oriented Team EnvironmentSalesforce.com Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial SalesPhone ConsultingAsset AllocationPortfolio SelectionRegulatory Knowledge

Soft Skills

Excellent Telephone CommunicationPresentation SkillsRapport BuildingClear Articulation of Complex Information

Tools & Technologies

Salesforce.comAmeriprise Platform

Certifications & Qualifications

Active State Securities Agent Registration (S63 or 66)Active State IAR Registration (S65 or 66)

Industry Keywords

Financial Services IndustryFinancial WholesalingInbound CallsOutbound CallsConsultation Skills

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Utilize technical product expertise and consultation skills to help advisors with assigned wealth management products, including product benefits/features, sales strategies, plan selection, rules/regulations, and suitability through inbound calls
Provide primarily inbound phone consulting for Advisory Products, Structured Products and Alternative Investments
Make periodic outbound calls in unique circumstances, including specific campaigns and other approved activities
Capture all relevant advisor call information in Salesforce.com, including pipeline and tracking information
Collaborate with external partners and internal resources to develop and implement business plans to maximize visibility for wealth management products
Partner with internal and external sales partners, product consultants, and internal business partners to support client/advisor needs and business objectives
Assist with ad hoc tactics such as special mailboxes
Participate in approved outbound call campaigns when needed
Stay abreast of product feature changes, asset allocation approaches, and regulatory changes

Requirements

What you’ll need

3+ years’ experience in financial services industry, financial sales or financial wholesaling with proven phone skills
Bachelor's degree or equivalent
Active Series 7
Active State securities agent registration (S63 or 66) or ability to obtain within 90 days
Active State IAR registration (S65 or 66) or ability to obtain within 90 days
Knowledge of wealth management products, including asset allocation and portfolio selection
Ability to articulate complex information in a clear and concise manner
Excellent telephone communication and presentation skills
Proven ability to establish rapport and credibility quickly
Ability to work in a sales-oriented team environment
Experience with Ameriprise platform and products
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States

Benefits

Comp & perks

Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Hybrid work arrangement with flexibility to work from home one day per week