Are you interested in starting a meaningful career that allows you to make an impact? If you're excited by the opportunity to work in a collaborative role where you will build your knowledge of the financial services industry, then launch your career as an Internal Advisor Consultant/Wholesaler.
As an Internal Advisor Consultant, you will work to develop, maintain, and deepen relationships with clients to help them meet their unique goals. To be most successful in this role, you will be personable, detail-oriented and motivated by achieving and exceeding goals.
Our current Internal Advisor Consultants like this role because it allows them to build their skill sets, work in a collaborative, team-based environment where they engage with clients and colleagues, and have meaningful career path optionality.
If this sounds like a role you see yourself excelling in, we highly encourage you to apply.
Why you'll like this role: ??? Opportunity to deepen knowledge of financial services industry ??? Collaborative, team-based environment where you will engage with clients and colleagues throughout the day ??? Access to one-of-a-kind sales training to enhance skill set ??? Career path optionality - While many individuals move up through sales team, others move on to other departments like product, marketing and investments. In 2021 alone, we saw 20 individuals from this team be promoted into advancement opportunities within the firm!
This is a Boston-based position with hybrid working environment; weekly schedule includes a mix of in-office and remote work
As an internal advisor consultant, you will:
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
Proven ability to build strong relationships
1+ years of sales experience or finance experience
Excellent communication and presentation skills
Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time
About Our Company
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We're intentionally built to help our clients succeed, backed by a global team of 2,000 people including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. At Columbia Threadneedle, you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. In addition to our competitive total rewards package, employees stay with us because of our culture and commitment to their development. And, backed by the strength of our parent company, Ameriprise Financial, we are committed to providing you with the tools, resources, recognition and rewards to help you shape the career you want.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.