National Advisor Consultant

Columbia Threadneedle; Boston (MA); On-site; USD 27,321 - 38,913; Full time

Benefits offered by this job

Top-tier sales training

Clear career advancement paths

Comprehensive benefits program

Job summary

Columbia Threadneedle is seeking a National Advisor Consultant in Boston to enhance client relationships and industry expertise. Key responsibilities include providing marketing support, maintaining business with producers, and generating referrals. Candidates should possess a bachelor's degree and interpersonal skills. This full-time role ensures personal growth in a team-driven environment. Additionally, there are lucrative sales training opportunities and benefits, including health insurance and compensation based on performance.

Qualifications

• Bachelor's degree or equivalent.
• Excellent organizational, communication and interpersonal skills.
• Attention to detail and accuracy.
• Ability to obtain Series 7 and state securities agent registration.

Responsibilities

• Provide inbound marketing support and sales assistance.
• Maintain and expand existing fund business with current producers.
• Generate producer prospect referrals.
• Maintain effective communication with inside wholesaler and other departments.
• Solicit feedback from managers and wholesalers.
• Input literature orders and maintain management software.

Skills

Organizational skills

Communication skills

Interpersonal skills

Attention to detail

Education

Bachelor's degree or equivalent

Job description

National Advisor Consultant

Location: Boston

Job Description

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 This Opportunity

We regularly recruit for this role and maintain an active talent pool of interested candidates. While we may not have an immediate vacancy at the time of your application, we encourage you to apply if this opportunity aligns with your skills and experience. All applications are carefully reviewed, and if your profile is a strong match, we will reach out as suitable positions become available. By applying, you’ll be considered for future openings as they arise.

About the Role

Join us as a National Advisor Consultant and take the next step in building your expertise in sales and finance. In this role, you’ll cultivate strong client relationships, deepen your industry knowledge, and thrive in a collaborative team environment. We’re looking for individuals who are personable, detail-oriented, and driven to exceed goals. If you’re passionate about growth and success, this is your opportunity to shape a rewarding career path.

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

• Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.
• Maintains and expands existing fund business with current producers by encouraging repeat sales and cross‑selling other products.
• Generates producer prospect referrals from existing fund producers for wholesalers and inside wholesalers.
• Maintains effective and ongoing communication with inside wholesaler, internal marketing staff and other departments.
• Solicits feedback from managers, sales desk, and wholesalers.
• Takes and inputs literature orders.
• Maintains management software.
• Assumes additional responsibilities as requested.

Required Qualifications

• Bachelor's degree or equivalent.
• Excellent organizational, communication and interpersonal skills.
• Attention to detail and accuracy.
• Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain within a defined period of time.

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 hourly rate for this role is $24.04 per hour. 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

Non‑Exempt

Job Family Group

Sales

Line of Business

AMINV US Asset Management

EEO Statements

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.

Requisition Number

R26_1682