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

About Our Company

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.

About the Role

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

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.

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-based culture where everyone can belong, grow, contribute and realise their potential.

Equal Opportunity Employer

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.

Since 1894

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success.

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Company Links

Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers