Internal Advisor Consultant

About the Role

Internal Advisor Consultant. Responsible for building and maintaining client relationships, developing industry knowledge, and working in a collaborative team environment.

• 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 to meet goals.
• 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.

• 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 ability to obtain within defined timeframe.

• 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.

Estimated base salary: $60,000 per year. Eligibility for variable pay via bonus, commissions, and/or long‑term incentives.

Full time, exempt. AMINV US Asset Management, Sales.

Applicants must have work authorization that does not require visa sponsorship.

Office at least four days per week, with one remote day permitted.

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.