Client-Focused Internal Advisor Consultant

00036 Columbia Mgmt Invst Adv LLC; Boston (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Sales training

Career growth

Benefits program

Job summary

Columbia Threadneedle Investments in the United States seeks an Internal Advisor Consultant to expand client relationships and drive growth in a consultative sales role. You’ll work with a collaborative team, develop industry knowledge, and aim to exceed goals through proactive engagement and strong communication.

The role requires a Bachelor’s degree, 1+ years in sales or financial services, and licensing such as Series 7 or SIE/7 + Series 66.

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.

Responsibilities

• 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.

Skills

Client relationship building

Communication skills

Sales experience

Drive for results

Education

Bachelor’s degree

Job description

Columbia Threadneedle Investments in the United States seeks an Internal Advisor Consultant to expand client relationships and drive growth in a consultative sales role. You’ll work with a collaborative team, develop industry knowledge, and aim to exceed goals through proactive engagement and strong communication.

The role requires a Bachelor’s degree, 1+ years in sales or financial services, and licensing such as Series 7 or SIE/7 + Series 66.