Internal Advisor Consultant

Threadneedle group; Boston (MA); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

401(k)

Health, dental, and life insurance

Vacation and sick time

Performance-based bonuses

Job summary

Threadneedle group is looking for an Internal Advisor Consultant in Boston, Massachusetts. This role requires a Bachelor's degree and at least 1 year of experience in sales or financial services. Responsibilities include building client relationships, assisting with investment selection, and collaborating with sales teams. The estimated base salary is $60,000 per year, with a performance-based compensation model and a comprehensive benefits program including health, dental, and life insurance.

Qualifications

• Proactive and high-energy approach with a strong drive for success.
• Exceptional communication and presentation skills, both verbal and written.
• 1+ years of experience in sales or financial services.

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.

Skills

Sales experience

Client relationship building

Communication skills

Financial services knowledge

Education

Bachelor's degree

Job description

About the Role

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

Key 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

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

We are a client‑centric, relationship‑based business. Working together, in‑person, is foundational to how we achieve results. By fostering a culture of face‑to‑face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in‑office time or different in‑office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $60,000 per 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 insurance.

Employment Details

• Full‑Time/Part‑Time: Full time
• Exempt/Non‑Exempt: Exempt
• Job Family Group: Sales
• Line of Business: AMINV US Asset Management

Equal Opportunity Employer

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‑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.