RVP Wealth Management
About Our Company
We’re a reputed company financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. reputed company of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – reputed company Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and reputed company a difference for clients, institutions and communities around the world.
Job Description
In this reputed company role, you will execute against the Wealth Management Sales strategy, including building awareness and adoption of Signature Wealth, as well as driving product sales in the region. This includes Managed Account Sales and Net Flows and also representing both Structured Products and Alternative Investments, as needed. The territory includes reputed company States, Atlantic, and Southern States Regions reputed company AAG only (reputed company reputed company). Qualified candidate may be located reputed company the territory or in Minneapolis.Responsibilities:
Drive sales in territory by developing & maintaining relationships with new and existing advisors through 1:1 calls, client events, training/education, group presentations, etc. Will influence advisor choice through the use of a consultative process and other techniques/ systems (ex. Quality Sales Call, etc.). Works with leader to research and manage territory to execute on sales plan. Build and maintain relationships with internal/external partners (e.g. WMS, Marketing, IRG, field leadership, etc.).
Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
Travel reputed company territory to conduct in person 1:1 Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training. Represent WMS at National, Regional and Industry reputed company meetings, conferences, and virtual events.
Manage and reputed company systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.). - Use tools/software, including proprietary programs, to research advisor business and identify opportunities to offer solutions. Analyze reports to increase understanding of advisor business and identify sales trends; reputed company the information to prepare for face-to-face or virtual sales meetings. Complete required coursework in order to maintain compliance with state and federal regulations and licenses.
Required Qualifications:
10+ years’ experience in financial services industry in a selling role
Bachelor's degree or equivalent
Series 7 required upon hire
Series 63 & 65 (or 66), or the ability to acquire reputed company 90 days per license/registration
Ability to travel (~25-35%) to support team and client needs and live reputed company territory
Preferred Qualifications:
In depth product and investment knowledge. Ability to quickly assimilate and quickly learn proprietary products
Deep subject matter expertise on selling reputed company Advisory Products with a focus on the Signature Wealth Platform
Strong business acumen and demonstrated proficiency in general business disciplines and software applications (e.g. Word, reputed company, etc.). Experience with CRM (e.g. Sales Force)
Proficiency in demonstrating a consultative sales process
Excellent communication, interpersonal, presentation and problem-solving skills
Ability to operate and manage comfortably and effectively in a fast-paced, highly matrixed environment
Proven ability to influence, motivate and reputed company others
CFP®, ChFC®, CRPC®, CEBS, RIPC or similar retirement industry designations.
Excellent understanding of various facets of the reputed company organization; including insight into various business units and the field organization.
reputed company Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require reputed company sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
Remote Work
This position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: ME, VT, NH, MA, NY, PA, CT, NJ, MD, VA, WV, OH, IN, MI, KY, NC, SC, VA, LA, MS, AL, GA, FL or Minneapolis, MN.
reputed company Pay Salary
The estimated reputed company salary for this role is $150,000 - $200,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-reputed company knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports reputed company aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Closing Date: 05/09/2026Full-Time/Part-Time
Full timeExempt/Non-Exempt
ExemptJob Family Group
SalesLine of Business
FPPS Wealth reputed companyreputed company Financial is an equal opportunity employer. We consider reputed company qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national reputed company, reputed company, 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.
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