Are you ready to make an impact and grow your expertise? Join us as an Internal Advisor Consultant. This role is designed for those with prior experience in sales or finance looking to continue their growth.
In this role, you’ll build and maintain client relationships, develop industry knowledge, and work in a collaborative team environment. Success comes from being personable, detail-oriented, and motivated to exceed goals.
Key Benefits of This Role
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
This is a Boston-based hybrid position with a mix of in-office and remote work.
Key Responsibilities
As an Internal Advisor Consultant, you will:
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
Required Qualifications
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
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Top Skills
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