National Advisor Consultant jobs in United States
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Columbia Threadneedle Investments · 1 week ago

National Advisor Consultant

positionBoston, MA
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$24.04/hr - $24.04/hr

Columbia Threadneedle Investments is a diversified financial services leader with more than $1.5 trillion in assets under management. As a National Advisor Consultant, you will cultivate strong client relationships, promote Columbia Management products, and provide sales support to brokers and wholesalers.

Asset ManagementConsultingFinancial Services
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Work & Life Balance
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H1B Sponsor Likelynote

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

Qualification

Series 7 certificationSecurities agent registrationFinancial services knowledgeSales trainingCommunication skillsInterpersonal skillsOrganizational skillsAttention to detail

Required

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

Benefits

Vacation time
Sick time
401(k)
Health, dental and life insurance

Company

Columbia Threadneedle Investments

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Columbia Threadneedle Investments is an asset management firm.
dateFounded in 1985
location
Boston, Massachusetts, USA
people-size1001-5000 employees
web-link
http://www.columbiathreadneedle.com

H1B Sponsorship

Columbia Threadneedle Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (6)
2023 (3)
2022 (14)
2021 (6)
2020 (5)

Funding

Current Stage
Late Stage

Recent News

FX News Group
State Street selected as service provider for Columbia Threadneedle UCITS ETFs
2026-01-09
Business Wire
State Street Supports Columbia Threadneedle UCITS ETF Launch
2026-01-09
ETF Express
US ETF launches from 11th to 18th December, 2025
2025-12-21
Company data provided by crunchbase