Sr. Regional Advisor Consultant- Arizona (all channels)

Regional Advisor Consultant in Arizona. Responsible for building relationships with financial professionals, educating them about investment products, and driving sales within the Arizona territory. This role includes developing and implementing sales strategies and managing client interactions to grow sales in the territory.

Key Responsibilities

• Relationship building, product education, presentation ability, sales generation, territory management, and compliance. The External Wholesaler is responsible for representing all Columbia Threadneedle investment vehicles including Mutual funds, ETF’s, SMA’s, Alternatives, & 401(k) platforms) to investment professionals in their respective territory
• Represent all products distributed and marketed by Columbia Management. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Influence advisor choices using a consultative sales process and other performance improvement systems. Partner with internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives. 
• Identify client needs and provides investment and business solutions to the financial advisor. Build and maintain relationships with internal and external business partners (e.g. marketing, senior leaders, field leaders). 
• Conduct sales or product training meetings and public seminars for financial advisors. Make joint sales presentations to existing and prospective clients.

Required Qualifications

• Bachelor’s degree or equivalent work experience.
• 5 years+ wholesaling experience. Established relationships with financial advisors in Arizona.
• 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.

Preferred Qualifications

• In depth working knowledge and experience with mutual funds and separate accounts.
• Demonstrated ability to make successful and dynamic sales presentations.
• Self-driven - able to manage territory budget and to operate autonomously.
• Separate managed accounts experience.
• Established relationships in the channel.
• Advanced degree (MBA) and or CIMA or CFP.

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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 - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.