What are the responsibilities and job description for the Internal Advisor Consultant position at Columbia Mgmt Invst Adv LLC?
As an Internal Advisor Consultant, you will work to develop, maintain, and deepen relationships with clients to help them meet their unique goals. To be most successful in this role, you will be personable, detail-oriented and motivated by achieving and exceeding goals.
Our current Internal Advisor Consultants like this role because it allows them to build their skill sets, work in a collaborative, team-based environment where they engage with clients and colleagues, and have meaningful career path optionality.
If this sounds like a role you see yourself excelling in, we highly encourage you to apply.
Why you’ll like this role:
• Opportunity to deepen knowledge of financial services industry
• Collaborative, team-based environment where you will engage with clients and colleagues throughout the day
• Access to one-of-a-kind sales training to enhance skill set
• Career path optionality – While many individuals move up through sales team, others move on to other departments like product, marketing and investments. In 2021 alone, we saw 20 individuals from this team be promoted into advancement opportunities within the firm!
This is a Boston-based position with hybrid working environment; weekly schedule includes a mix of in-office and remote work
Key Responsibilities
As an internal advisor consultant, you will:
- 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
- College degree
- High energy
- Proven ability to build strong relationships
- 1 years of sales experience or finance experience
- Excellent communication and presentation skills
- Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time
Preferred Qualifications
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.
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.
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