Internal Advisor Consultant
Columbia Threadneedle Investments is a diversified 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
- 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
Skills
- 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 the ability to obtain these within a defined timeframe
Benefits
- Vacation time
- Sick time
- 401(k)
- Health, dental and life insurances
Company Overview
Company H1B Sponsorship