Hybrid Internal Advisor Consultant - Client Relationships
Remote / Online - Candidates ideally in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-08
Boston, Suffolk County, Massachusetts, 02298, USA
Listing for:
Columbia-Threadneedle-Investments
Full Time, Remote/Work from Home
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Columbia Threadneedle Investments is seeking an Internal Advisor Consultant to build and maintain client relationships and assist in investment selection. Candidates should have a Bachelor's degree and at least 1 year of experience in sales or financial services.
This full-time position requires strong communication skills and a proactive approach to meet client needs. The role is client-centric, emphasizing in-office collaboration with the flexibility of one remote working day per week.
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