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Ameriprise Financial Services, LLC · 3 weeks ago

Internal Advisor Consultant

Boston, Massachusetts

Full-time

Hybrid

Entry Level

$60K/yr - $60K/yr

1+ years exp

Ameriprise Financial Services, LLC is a diversified financial services leader with a focus on client relationships and asset management. The Internal Advisor Consultant role involves building and maintaining client relationships, assisting clients in investment selection, and collaborating with senior salespersons to develop business plans.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

Develop, maintain, and deepen relationships with clients and colleagues

Assist clients in investment selection with a consultative sales process

Partner with senior salesperson to develop a business plan designed to meet goals and objectives

Reach out to clients and prospective clients and respond to questions in a knowledgeable, timely fashion

Demonstrate an understanding of clients’ business, sales trends and portfolio features

Maintain notes on client interactions and effectively prepare for client calls and meetings

Research and communicate industry changes and trends that may impact company or product positioning

Qualification

Client relationship managementSales experienceFinancial services knowledgeSeries 7 licenseSeries 66 licenseCommunication skillsPresentation skillsProactive approachMotivatedDetail-oriented

Required

Bachelor's degree

Proactive and high-energy approach with a strong drive for success

Demonstrated ability to build and maintain strong client relationships

1+ years of experience in sales or financial services

Exceptional communication and presentation skills, both verbal and written

Licensing: Series 7 (or SIE plus Series 7 Top-Off) and Series 66 (or Series 63 & 65 combined), or the ability to obtain these within a defined timeframe

Benefits

Vacation time

Sick time

401(k)

Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

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)