Internal Advisor Consultant

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.ResponsibilitiesDevelop, maintain, and deepen relationships with clients and colleaguesAssist clients in investment selection with a consultative sales processPartner with senior salesperson to develop a business plan designed to meet goals and objectivesReach out to clients and prospective clients and respond to questions in a knowledgeable, timely fashionDemonstrate an understanding of clients’ business, sales trends and portfolio featuresMaintain notes on client interactions and effectively prepare for client calls and meetingsResearch and communicate industry changes and trends that may impact company or product positioningSkillsBachelor's degreeProactive and high-energy approach with a strong drive for successDemonstrated ability to build and maintain strong client relationships1+ years of experience in sales or financial servicesExceptional communication and presentation skills, both verbal and writtenLicensing: 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 timeframeBenefitsVacation timeSick time401(k)Health, dental and life insurancesCompany OverviewColumbia Threadneedle Investments is an asset management firm. It was founded in 1985, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is http://www.columbiathreadneedle.com.Company H1B SponsorshipColumbia Threadneedle Investments has a track record of offering H1B sponsorships, with 8 in 2025, 6 in 2024, 3 in 2023, 14 in 2022, 6 in 2021, 5 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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