Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Sr. Regional Advisor Consultant (San Diego, Orange County, Las Vegas)

$100k

Ameriprise Financial Services, Inc.

About Our CompanyWorking at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Job DescriptionKey Responsibilities• Build and strengthen relationships with independent advisors and RIAs.• Proactively identify sales opportunities and support advisor practice growth.• Develop and execute a strategic territory plan.• Deliver compelling product positioning and market insights across equity, fixed income, alternatives, and portfolio solutions.• Coordinate advisor meetings, follow-up, and business development activities to maximize sales effectiveness.• Collaborate with internal partners to provide an exceptional client experience.Qualifications• Proven success in asset management sales, wholesaling, or advisor relationship management.• Strong knowledge of investment products, capital markets, and advisor business models.• Excellent communication, presentation, and relationship-building skills.• Highly organized, self-motivated, and results-oriented.• FINRA Series 7 and 63 (or ability to obtain) preferredKey Responsibilities• Build and strengthen relationships with independent advisors and RIAs.• Proactively identify sales opportunities and support advisor practice growth.• Develop and execute a strategic territory plan.• Deliver compelling product positioning and market insights across equity, fixed income, alternatives, and portfolio solutions.• Coordinate advisor meetings, follow-up, and business development activities to maximize sales effectiveness.• Collaborate with internal partners to provide an exceptional client experience.Required QualificationsProven success in asset management sales, wholesaling, or advisor relationship management.• Strong knowledge of investment products, capital markets, and advisor business models.• Excellent communication, presentation, and relationship-building skills.• Highly organized, self-motivated, and results-oriented.• FINRA Series 7 and 63 (or ability to obtain) preferredVisa SponsorshipApplicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).Base Pay SalaryThe estimated base salary for this role is $100,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related 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 all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupSalesLine of Business AMINV US Asset ManagementColumbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential. Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, 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.SummaryLocation: San Diego, CaliforniaType: Full time

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Sr. Regional Advisor Consultant (San Diego, Orange County, Las Vegas) in San Diego, CA vacancy
  •  ...to join their team. The position offers a flexible, hybrid working arrangement and can be based out of the firms San Diego, Los Angeles, or Orange County Office. The firm offers a highly positive professional environment that embraces Teamwork, Collaboration, Client Service... 
    Senior
    Work at office
    Flexible hours

    Denovo Review

    San Diego, CA
    14 days ago
  • $17.75 per hour

     ...high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your...  ...relationships with customers. Exhibits consultative skills to provide recommendations based...  ...Employer/Disability/Veterans Base Pay/Salary San Diego,CA $17.75 - $17.75 / hour
    Senior
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorgan Chase Bank, N.A.

    San Diego, CA
    5 days ago
  • $22 - $29 per hour

     ...recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich... 
    Suggested
    Hourly pay
    Work experience placement
    Work at office
    Monday to Friday
    Flexible hours

    California Bank & Trust

    San Diego, CA
    1 day ago
  •  ...Description Job Title: Communications Specialist Location: San Diego, CA Travel: Occasional travel to military treatment...  ...better you is a better us BLN24 is an award-winning Management Consulting Firm that supports the U.S. Federal Government in successfully... 
    Suggested
    Remote work

    BLN24

    San Diego, CA
    17 days ago
  • $39 per hour

     ...answer, "I help find cures for cancer." At Blood Cancer United, employees take our mission seriously. Whether you work in one of our regions, are an accountant at the national office or a specialist in our Information Resource Center, you work each day on making our bold... 
    Suggested
    Hourly pay
    Local area
    Flexible hours
    Weekend work
    Afternoon shift

    Blood Cancer United

    San Diego, CA
    5 days ago
  • $80k - $85k

     ...reports, and will determine appropriate funding opportunities and alignment of prospects and programs for San Diego County. The position will serve as an advisor to Corps Officers, and Program Directors and staff throughout San Diego County to align current program and... 
    Contract work

    The Salvation Army Southern CA Division

    San Diego, CA
    1 day ago
  •  ...Law 100 firm in its search for a Senior Associate to join its Project Development & Finance Practice in Houston, New York, or San Diego . Position: Associate – Finance – Project Development & Finance – Senior Location: Houston, New York, San Diego... 
    Senior
    Work at office

    Direct Counsel

    San Diego, CA
    9 days ago
  • $24 per hour

     ...Join Our Team as a San Diego Humane Society Fundraiser – Share Stories, Inspire Action, and Make a Real Difference! Pay : $24/hr + performance-based bonuses Schedule : Wednesday to Sunday Location : San Diego, CA (outdoors in busy public spaces) To help us... 
    Full time
    Work at office
    Weekend work
    Afternoon shift

    New Canvassing Experience

    San Diego, CA
    13 hours ago
  • $125k - $145k

     ...Description San Diego Youth Services JOB ANNOUNCEMENT Senior Director of Philanthropy San Diego Youth Services seeks a Senior Director...  ...approximately 250 employees and 80 volunteers working across San Diego County and an annual budget of approximately $24 million. You can... 
    Senior
    Full time
    Work at office
    Flexible hours
    Shift work

    San Diego Youth Services

    San Diego, CA
    3 days ago
  • $155k - $180k

     ...Job Description Job Description We are looking for a Sr. Project Manager across multiple Southern CA locations, including Ventura, LA, San Diego, and Riverside Counties! Under the direction and supervision of the Program Manager, the Senior Project Manager is responsible... 
    Senior
    Contract work
    For contractors
    Local area
    Flexible hours
    1 day per week

    MAAS Companies

    San Diego, CA
    20 days ago
  • $30 - $34 per hour

     ...engagement, and participation amongst all of San Diego Habitat for Humanity constituents. FULL-...  ...call for affordable housing in San Diego County EDUCATION Bachelor’s degree in graphic...  ...record Ability to drive within the San Diego region for onsite/field locations and events #J-... 
    Hourly pay
    Full time
    Work experience placement
    Live in
    Work at office
    Remote work
    Work from home
    Flexible hours
    Weekend work
    Afternoon shift
    Early shift

    San Diego Habitat

    San Diego, CA
    13 hours ago
  •  ...Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market San Diego, California To proceed...  ...knowledge by using a defined consultative approach to systematically identify...  ...( " poster. View the LA County Fair Chance Ordinance ( . Bank... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    San Diego, CA
    2 days ago
  • $25 per hour

     ...Responsibilities Employee Experience Support consultant in person onboarding activities...  ...will need to be available to work in our San Diego office. The company is an equal opportunity...  ...job‑related factors. City and County of San Francisco : Qualified applicants... 
    Hourly pay
    Contract work
    Work experience placement
    Internship
    Work at office
    Flexible hours

    TEKsystems

    San Diego, CA
    2 days ago
  • $149k - $160k

     ...Southwest markets (Los Angeles, Orange County, San Diego, Phoenix, and Las Vegas). This is a high-visibility role...  ...sitting within our broader West Region field marketing team.You will own...  ...touchpoint reflects Slalom’s brand and consulting ethos.* Own post-event follow-up... 
    Senior
    Temporary work
    Work at office
    Local area

    Slalom

    San Diego, CA
    1 day ago
  • $154.4k - $231.58k

    Job SummaryThe Sr. Product Marketing Manager - Consumer Marketing is tasked with establishing...  ...Management, Market Research/Insights, Regional Downstream Consumer Marketing, Medical...  ...: US - Massachusetts (Acton - Office); US - California (San Diego - Office)Type: Full time
    Senior
    Full time
    Work at office
    Remote work
    Flexible hours

    Insulet Corporation

    San Diego, CA
    1 day ago
  • $78k - $156k

     ...04Location: United States - California - San Diego, United States of AmericaTime Type: Full...  ...knowledge, trends, and players while providing regional case coverage.Training and Education:...  ..., including learning opportunities via Sr. Sales personnel and management.Required... 
    Senior
    Work at office
    Worldwide
    Shift work

    Abbott

    San Diego, CA
    3 days ago
  • $56k - $75k

     ...Job Description Job Description Position Title: Advisor Services Associate - Onboarding Reports to: Vice President Department...  ...: Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office Classification: Full-time... 
    Full time
    Work at office

    Simplicity Group Holdings

    San Diego, CA
    3 days ago
  • $22 - $28 per hour

    Brand Advisor - San Diego Department: Field Sales Employment Type: Part Time Location: San Diego, CA Compensation: $22.00 - $28.00 / hour Description We have an exciting opportunity to join Headkount as a Brand Advisor for a short‑term project, representing top‑tier... 
    Temporary work
    Part time
    For contractors
    Freelance
    Flexible hours
    Shift work
    Weekend work

    Headkount

    San Diego, CA
    1 day ago
  • $20 - $23 per hour

     ...Caregiver San Diego Cfor Seniors Needed Share Apply Full-time Part-time $20.00 - 23.00 per hour Hiring for all regions in San Diego Immediately! Competitive Pay! Pay range $20-23 an hour...  ...bonuses Shifts throughout San Diego county Friendly work environment Job Description... 
    Senior
    Hourly pay
    Weekly pay
    Full time
    Part time
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Safe Harbor Home Care

    San Diego, CA
    5 days ago
  • $44k - $80k

     ...the approved branch sites listed below: San Diego, Del Mar, Rancho Bernardo. As a Client...  ...every Fidelity location has distinctive regional characteristics, each one embodies the...  ...success and partner with the Financial Consultant to further discuss with the client Collaborate... 
    Remote job
    Full time

    Fidelity Investments

    San Diego, CA
    3 days ago
  • $116.88k - $158.13k

    Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises...  ...is as follows:New York, Palo Alto, San Francisco: $116,875 - $158,125 per year....  ..., Los Angeles, Salt Lake City, San Diego, Seattle, Washington, D.C., and all other... 
    Senior
    Full time
    Work at office
    Remote work
    Worldwide

    Wilson Sonsini Goodrich & Rosati

    San Diego, CA
    3 days ago
  • Leadership & Success Consultant (Remote) job at Life Amplified. San Diego, CA. About the Role Are you ready to create a career that gives you more freedom, flexibility, and meaning? If you’re looking to work independently, set your own hours, and make an impact through... 
    Remote job
    Worldwide
    Visa sponsorship
    Flexible hours

    Life Amplified

    San Diego, CA
    4 days ago
  • Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding...  ...and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis... 
    Senior
    Work experience placement
    Local area
    Immediate start
    Relocation

    JP Morgan Chase

    San Diego, CA
    4 days ago
  • $183.7k - $375k

     ...reports to the VP/GM Pharmacy Automation, US Region.Job SummaryThis is an elevated national...  ...segment across the United States. The Sr. Director National Pharmacy Market Segment...  ...SkillsOptional Skills.Primary Work LocationUSA CA - San Diego Bldg A&BAdditional LocationsWork... 
    Senior
    Full time
    Part time
    Remote work

    BD, Becton and Dickinson

    San Diego, CA
    4 days ago
  • $310k - $420k

     ...Commission (CLSC) and State/Regional Water Boards, as well as local cities and counties. Environmental Litigation &...  ...Counsel clients through resource consultation, permitting, and mitigation...  ....#LI-HybridSummaryLocation: San Francisco, CA; San Diego, CA; Los Angeles, CAType:... 
    Senior
    Full time
    Part time
    Work at office
    Local area

    Perkins Coie

    San Diego, CA
    1 day ago
  •  ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...  ...and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis... 
    Senior
    Work experience placement
    Local area
    Immediate start
    Relocation

    Chase

    San Diego, CA
    3 days ago
  • $25 per hour

     ...Key Responsibilities Employee Experience Support consultant in person onboarding activities utilizing Office Visit calendar...  ...position is on-site. You will need to be available to work in our San Diego office. The company is an equal opportunity employer and... 
    Hourly pay
    Contract work
    Work experience placement
    Internship
    Work at office
    Flexible hours

    TEKsystems

    La Jolla, CA
    1 day ago
  • $21 - $26 per hour

     ...Clearway Energy Group is seeking a part-time addition to their office services team in San Diego, CA. The role involves providing reception and administrative support including guest management, call routing, and maintaining office organization. Applicants should possess... 
    Part time
    Work at office

    Clearway Energy Group

    San Diego, CA
    5 days ago
  • $103.6k - $155.4k

     ...a PrincipalProgram Planning and Scheduling Analyst (Level 3) or Sr. PrincipalProgram Planning and Scheduling Analyst (Level 4) to join...  ...individuals. This position will be located on-site daily in San Diego, CA with a 4/10 work schedule.Note: Due to the classified nature... 
    Senior
    Full time
    Part time
    Work at office
    Remote work
    Relocation package
    Flexible hours
    Shift work

    Northrop Grumman

    San Diego, CA
    1 day ago
  • $140k - $235k

     ...responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable...  ...client satisfaction.Position may be filled in Newport Beach or San Diego.Responsibilities:Manages an extensive portfolio of complex... 
    Senior
    Full time
    Work experience placement
    Work at office
    Local area
    Day shift

    Bank of America

    San Diego, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Sr. Regional Advisor Consultant (San Diego, Orange County, Las Vegas). Be the first to apply!