Internal Advisor Consultant

Ameriprise•Boston, MA

6d•Hybrid

About The Position

We regularly recruit for this role and maintain an active talent pool of interested candidates. While we may not have an immediate vacancy at the time of your application, we encourage you to apply if this opportunity aligns with your skills and experience. All applications are carefully reviewed, and if your profile is a strong match, we will reach out as suitable positions become available. By applying, you’ll be considered for future openings as they arise. 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

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
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

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