Client-Focused Investment Advisor (Internal)

Columbia Threadneedle Investments; Boston (MA); Hybrid; USD 54,000 - 66,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health insurance

Dental insurance

Life insurance

Job summary

Columbia Threadneedle Investments is seeking an Internal Advisor Consultant in Boston, MA. This full-time role focuses on building and maintaining client relationships, requiring a proactive approach, strong communication skills, and 1+ years of experience in sales or financial services. The estimated base salary is $60,000, with comprehensive benefits including vacation time, sick leave, and health insurance. Employees will collaborate in-office at least four days a week with one optional remote day.

Qualifications

• 1+ years of experience in sales or financial services.
• Proactive and high-energy approach with a strong drive for success.
• 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.

Skills

Client relationship building

Consultative sales process

Communication skills

Team collaboration

Education

Bachelor’s degree

Job description

Columbia Threadneedle Investments is seeking an Internal Advisor Consultant in Boston, MA. This full-time role focuses on building and maintaining client relationships, requiring a proactive approach, strong communication skills, and 1+ years of experience in sales or financial services. The estimated base salary is $60,000, with comprehensive benefits including vacation time, sick leave, and health insurance. Employees will collaborate in-office at least four days a week with one optional remote day.