National Advisor Consultant: Client-Focused Finance Sales

Columbia Threadneedle Investments; Boston (MA); Vor Ort; USD 27.321 - 38.913; Vollzeit

Benefits dieser Stelle

Health insurance

401(k)

Paid vacation

Sick time

Zusammenfassung

Columbia Threadneedle Investments is seeking a National Advisor Consultant in Boston, MA. This full-time role involves promoting Columbia Management products, providing excellent service to brokers, and maintaining relationships with current clients. Candidates should hold a Bachelor's degree and possess strong communication and organizational skills. The estimated pay is $24.04 per hour, with a comprehensive benefits program. Successful applicants will thrive in a collaborative team environment focused on client success.

Qualifikationen

• Requires Series 7 and state IAR registrations or ability to obtain.
• Valid work authorization without requiring visa sponsorship in the US.
• Ability to maintain effective communication with various departments.

Aufgaben

• Promote Columbia Management products through sales networks.
• Provide continuous support and follow-up to brokers.
• Maintain and expand relations with existing producers.

Kenntnisse

Organizational skills

Communication skills

Interpersonal skills

Attention to detail

Ausbildung

Bachelor's degree or equivalent

Tools

Management software

Jobbeschreibung

Columbia Threadneedle Investments is seeking a National Advisor Consultant in Boston, MA. This full-time role involves promoting Columbia Management products, providing excellent service to brokers, and maintaining relationships with current clients. Candidates should hold a Bachelor's degree and possess strong communication and organizational skills. The estimated pay is $24.04 per hour, with a comprehensive benefits program. Successful applicants will thrive in a collaborative team environment focused on client success.