Internal Advisor Consultant jobs in United States
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Columbia Threadneedle Investments · 2 weeks ago

Internal Advisor Consultant

positionBoston, MA
timeFull-time
remoteHybrid
seniorityEntry Level
money$60K/yr - $60K/yr
date1+ years exp

Columbia Threadneedle Investments is a diversified financial services leader managing over $1.5 trillion in assets. They are seeking an Internal Advisor Consultant to build and maintain client relationships, assist in investment selection, and collaborate with senior sales personnel to meet business goals.

Asset ManagementConsultingFinancial Services
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Work & Life Balance
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H1B Sponsor Likelynote

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

Qualification

Sales experienceFinancial services knowledgeClient relationship managementSeries 7 licenseSeries 66 licenseCommunication skillsPresentation skillsProactive approachDetail-orientedTeam collaboration

Required

Bachelor's degree
Proactive and high-energy approach with a strong drive for success
Demonstrated ability to build and maintain strong client relationships
1+ years of experience in sales or financial services
Exceptional communication and presentation skills, both verbal and written
Licensing: Series 7 (or SIE plus Series 7 Top-Off) and Series 66 (or Series 63 & 65 combined), or the ability to obtain these within a defined timeframe

Benefits

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

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

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