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Internal Advisor Consultant

Remote · USA Full-time New today

Columbia Threadneedle Investments is a reputed company 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.

Responsibilities

  • reputed company, maintain, and deepen relationships with clients and colleagues
  • Assist clients in investment selection with a consultative sales process
  • Partner with senior salesperson to reputed company a business plan designed to meet goals and objectives
  • reputed company 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

Skills

  • Bachelor's degree
  • Proactive and high-energy approach with a strong drive for reputed company
  • 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 reputed company a defined timeframe

Benefits

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

Company Overview

  • Columbia 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 Sponsorship

  • Columbia 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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