Internal Advisor Consultant — Hybrid: Client Growth & Elite Training

Ameriprise Financial Services, LLC; Boston (MA); Hybrid; USD 54.000 - 66.000; Vollzeit

Benefits dieser Stelle

Sales training

Career progression

Client engagement

Zusammenfassung

Columbia Threadneedle Investments in Boston is seeking an Internal Advisor Consultant to grow client relationships, expand product knowledge, and collaborate in a results-driven, client-centric environment. The role targets candidates with prior sales or finance experience ready to advance.

In this in-office, hybrid role, you will build relationships, contribute to business planning, and engage in industry knowledge growth while pursuing required securities licensing within a defined timeframe.

Qualifikationen

• Bachelor’s degree required.
• 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.

Aufgaben

• 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.

Kenntnisse

Proactive attitude

Client relationships

Sales experience

Communication skills

Licensing knowledge

Ausbildung

Bachelor’s degree

Jobbeschreibung

Columbia Threadneedle Investments in Boston is seeking an Internal Advisor Consultant to grow client relationships, expand product knowledge, and collaborate in a results-driven, client-centric environment. The role targets candidates with prior sales or finance experience ready to advance.

In this in-office, hybrid role, you will build relationships, contribute to business planning, and engage in industry knowledge growth while pursuing required securities licensing within a defined timeframe.