Description
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
This is a Boston-based hybrid position with a mix of in-office and remote work.
Key Responsibilities
As a National Advisor Consultant, you'll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include:
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.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding 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, 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.
Base Pay Salary
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/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Requisition Number
R25_0000004319