• SALARY:NONE
  • Boston, Massachusetts

Boston, Massachusetts

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Description

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As an internal advisor consultant, you will

Key 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

Required Qualifications

  • College degree
  • High energy
  • Proven ability to build strong relationships
  • 1+ years of sales experience or finance experience
  • Excellent communication and presentation skills
  • Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time

Preferred Qualifications

We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.

About Our Company

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.

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Exempt/Non-Exempt

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