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Senior Regional Investment Advisor & Solutions Partner
Remote / Online - Candidates ideally in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-08-03
San Jose, Santa Clara County, California, 95199, USA
Listing for:
00036 Columbia Mgmt Invst Adv LLC
Remote/Work from Home
position Listed on 2026-08-03
Job specializations:
-
Sales
Financial Sales
Job Description & How to Apply Below
Columbia Threadneedle Investments in the United States seeks a seasoned mutual fund/separate account wholesaler to partner with financial advisors in a major market or high-opportunity territory. You will deliver product knowledge, sales strategies, and help drive Columbia brand recognition and client demand.
Remote work is considered for qualified candidates; the role requires 3–5 years in fund wholesaling, Series 7 and state registrations or ability to obtain them, and a proven track record in
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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