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Internal Advisor Consultant – Boston: Build client relationships, grow in finance careers.
Join Columbia Threadneedle to advance in sales, harness top-tier training, and shape investment solutions.
About Our Company
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
About This Opportunity
We regularly recruit for this role and maintain an active talent pool of interested candidates. While we may not have an immediate vacancy at the time of your application, we encourage you to apply if this opportunity aligns with your skills and experience.
All applications are carefully reviewed, and if your profile is a strong match, we will reach out as suitable positions become available. By applying, you’ll be considered for future openings as they arise.
About the Role
Are you ready to make an impact and grow your expertise? Join us as an Internal Advisor Consultant. This role is designed for those with prior experience in sales or finance looking to continue their growth.
In this role, you’ll build and maintain client relationships, develop industry knowledge, and work in a collaborative team environment. Success comes from being personable, detail-oriented, and motivated to exceed goals.
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
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
- 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
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $60,000 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job‑related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dentist and life insurance.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AMINV US Asset Management
Legal & Equal Opportunity
Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential. Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.