Internal Advisor Consultant

Ameriprise Financial Services, LLC • Boston, MA

1d • $60,000 • Hybrid

About The Position

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.

Requirements

• 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

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

Benefits

• 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
• vacation time
• sick time
• 401(k)
• health, dental and life insurances

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees