National Advisor Consultant jobs in United States
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Ameriprise Financial Services, LLC · 2 weeks ago

National Advisor Consultant

positionBoston, Massachusetts
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$24.04/hr - $24.04/hr

Ameriprise Financial Services, LLC is a diversified financial services leader with a strong focus on client relationships. The National Advisor Consultant role involves promoting Columbia Management products and providing support to brokers, while fostering client engagement and expanding financial services knowledge.

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H1B Sponsor Likelynote

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

Qualification

Series 7 certificationSecurities agent registrationBachelor's degreeOrganizational skillsCommunication skillsInterpersonal skillsAttention to detail

Required

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

Benefits

Vacation time
Sick time
401(k)
Health, dental and life insurance

Company

Ameriprise Financial Services, LLC

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At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
dateFounded in 1990
location
Vancouver, Washington, USA
people-size5001-10000 employees
web-link
https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (74)
2023 (62)
2022 (105)
2021 (82)
2020 (73)

Funding

Current Stage
Late Stage

Leadership Team

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Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
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Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
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Recent News

MarketScreener
Dow, S&P 500 post record closing highs; Nasdaq eases with tech
2025-10-03
MarketScreener
Experienced, Female-Led Team With More Than $300 Million in Assets Joins Ameriprise Financial for Greater Flexibility, Independence, and Support
2025-10-02
thefly.com
Ameriprise price target raised by $18 at BofA, here's why
2025-10-02
Company data provided by crunchbase