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Internal Advisor Consultant

Columbia Threadneedle

Columbia Threadneedle

Boston, MA, USA
Posted on Friday, June 7, 2024
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

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

  • College degree
  • 1+ years of sales experience or finance experience
  • 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

Preferred Qualifications

  • High energy
  • Proven ability to build strong relationships
  • Excellent communication and presentation skills

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

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.


Full time



Job Family Group


Line of Business

AMINV US Asset Management