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Ameriprise Financial, Inc.

Client Relationship Manager

Ameriprise Financial, Inc. - Las Vegas, NV

With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.

The Client Relationship Manager in the Ameriprise Advisor Center (AAC) is a team based position responsible for managing ongoing relationships with engaged clients. The Client Relationship Manager deepens client relationships through an advice relationship and/or a needs based selling approach leveraging financial planning tools. Responsible for recommending and selling products and services to clients.

Develop and deepen relationships with current clients via the telephone. This includes developing rapport and driving a needs based discussion to engage clients in an effort to understand their short and long-term financial needs. Leverages financial planning tools to provide investment advice to clients and prospects based on financial needs. Recommends suitable products from streamlined list of product solutions leveraging the Product Specialist as needed. Acquires, retains and develops assets of existing clients.

Manage work/time to optimize client interactions. Includes: preparing for calls to clients, setting and holding regular (quarterly) meetings with current clients, gathering and documenting information to ensure compliance requirements are met, facilitation of appropriate business processes and the monitoring of interactions and next steps.

Acquire clients from personal network and client referrals through delivery of high quality client experiences.

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.

- High school or equivalent

- 1-3 years financial services 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 and Health Insurance and Variable Contracts license within 30 days of hire date.

- Comprehensive understanding of the financial services market, economy and industry trends.

- Robust consulting, influencing and client engagement skills.

- High level of confidence, perseverance, and a strong desire to achieve.

- Excellent interpersonal and communication skills.

- In depth knowledge of financial products and financial planning.

- Outstanding verbal, written, and listening communication skills.

- Superior customer service skills.

- Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.

- Bachelor's Degree Preferred


- Previous sales experience or exposure preferred

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9 days 19 hours ago

Ameriprise Financial, Inc.


Client Relationship Manager Ameriprise Financial, Inc. - Las Vegas, NV, United States


Location: Las Vegas, NV

Company Profile:
Ameriprise Financial is a global financial leader. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never taken a bailout. Never lost our focus on our clients. That's who we are. During trying economic times our strength, integrity, our breadth of services and personal relationships have made us America’s leader in financial planning.