Are you ready to make an impact and grow your expertise? Join us as an Internal Advisor Consultant. This role is designed for those with prior experience in sales or finance looking to continue their growth.
In this role, you'll build and maintain client relationships, develop industry knowledge, and work in a collaborative team environment. Success comes from being personable, detail-oriented, and motivated to exceed goals.
Key Benefits of This Role
Expand your financial services knowledge
Engage with clients and colleagues daily
Access top-tier sales training
Clear career paths-many team members advance into sales leadership or move into product, marketing, or investments
Responsibilities
As an Internal Advisor Consultant, you will:
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
Required Qualifications
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
Visa Sponsorship
Applicants 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).
In-Office Collaboration
Base Pay Salary
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AMINV US Asset Management
Columbia 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-
Benefits
Health insuranceDental insurance401(k)Paid time offPerformance bonus
Additional Information
About Our Company
Working 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 Description
About This Opportunity
We regularly recruit for this role and maintain an active talent pool of interested candidates. While we may not have an immediate vacancy at the time of your application, we encourage you to apply if this opportunity aligns with your skills and experience.
All applications are carefully reviewed, and if your profile is a strong match, we will reach out as suitable positions become available. By applying, you'll be considered for future openings as they arise.
Ameriprise · Boston, MA