National Financial Consultant Advisor

2 weeks ago


Boston, Massachusetts, United States Ameriprise Financial Full time

Embark on a Rewarding Career
Are you looking to begin a fulfilling career that enables you to create a positive impact? If you are enthusiastic about the chance to engage in a collaborative role where you can enhance your understanding of the financial services sector, consider launching your career as a National Financial Consultant Advisor.

Role Overview
As a National Financial Consultant Advisor, you will advocate for Columbia Management offerings through the vast sales network of Ameriprise Financial Advisors, banks, broker-dealers, wire houses, and independent firms via inbound communications. To excel in this position, you should be personable, detail-oriented, and eager to expand your knowledge.

What Makes This Role Appealing
- Opportunity to deepen your understanding of the financial services landscape
- Collaborative, team-oriented environment where you will interact with clients and colleagues daily
- Access to exceptional sales training to refine your skill set
- Career path flexibility - While many individuals advance within the sales team, others transition to different departments such as product development, marketing, and investments
- Position based in Boston with a hybrid work model; your weekly schedule will include a blend of in-office and remote work.

Key Responsibilities

  • Deliver ongoing inbound marketing support, sales assistance, and follow-up to brokers/producers and wholesalers to ensure a high level of service to priority broker/dealers.
  • Maintain and grow existing fund business with current producers by promoting repeat sales and cross-selling additional products.
  • Generate producer prospect referrals from existing fund producers for wholesalers and inside wholesalers.
  • Foster effective and continuous communication with inside wholesalers, internal marketing teams, and other departments.
  • Solicit feedback from managers, sales desks, and wholesalers.
  • Process and input literature orders.
  • Manage and maintain management software.
  • Take on additional responsibilities as needed.

Required Qualifications

  • Bachelor's degree or equivalent experience.
  • Series 7, state securities agent registration (S63 or S66), and state IAR registration (S65 or S66) or the ability to obtain these within a specified timeframe.

Preferred Qualifications

  • Strong organizational, communication, and interpersonal skills.
  • Meticulous attention to detail and accuracy.

About Ameriprise Financial
We are a leading diversified financial services firm with over $1 trillion in assets under management and administration. Our dedicated team of 20,000 professionals across more than 20 countries advises and manages the assets and income of over 2 million individual, small business, and institutional clients. As a long-standing leader in financial planning and advice, a global asset manager, and an insurer, we are committed to our clients and maintain a robust financial foundation that connects our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities. We are dedicated to fostering meaningful careers, investing in the future, and making a difference for clients, institutions, and communities worldwide.

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.



  • Boston, Massachusetts, United States Ameriprise Financial Full time

    Are you ready to embark on a rewarding career that enables you to create a positive impact? If you are enthusiastic about the chance to engage in a collaborative role where you can enhance your understanding of the financial services sector, consider launching your career as a National Financial Consultant Advisor.In this position, you will advocate for...


  • Boston, Massachusetts, United States Boston University Full time

    About the RoleStudent Financial Services seeks a Financial Aid Advisor.This position will help Boston University Student Financial Services achieve Boston University's goals for recruitment, retention, and superior service by assisting students and parents in navigating forms, terminology, and deadlines associated with applying for and receiving financial...


  • Boston, Massachusetts, United States Northwestern Mutual Full time

    Financial Consultant Role at Northwestern MutualEmbark on a rewarding career path with significant growth opportunities and the ability to make a meaningful difference in the lives of others. At Northwestern Mutual, our financial advisors play a crucial role in helping clients achieve their financial goals. They are dedicated and determined in their journey...


  • Boston, Massachusetts, United States uAspire Full time

    Position OverviewROLE SUMMARY:The College Affordability Advisors at uAspire play a crucial role in assisting young individuals as they explore and finance their educational journeys. These advisors undergo comprehensive training in college affordability strategies to effectively guide students. They may be assigned to various educational institutions to...

  • Advisor Consultant

    3 weeks ago


    Boston, Massachusetts, United States TIAA Full time

    The Alternatives Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this job manages large projects and processes to maintain relationships with both current and prospective clients and to ensure the organization's...

  • Financial Consultant

    10 hours ago


    Boston, Massachusetts, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients. This is an exciting opportunity to build strong relationships with clients, help them achieve their financial goals, and grow your...


  • Boston, Massachusetts, United States Goodwin Recruiting Full time

    Job OverviewGoodwin Recruiting, a leading full-service recruiting agency, is seeking a seasoned Principal Wealth Manager to join their growing team. As a key player in shaping the future of wealth management through innovative Fintech solutions, this dynamic role requires a transferable book of business and a passion for delivering exceptional client...


  • Boston, Massachusetts, United States InsideHigherEd Full time

    Position OverviewInsideHigherEd is seeking a dedicated Financial Aid Consultant to join our Enrollment Services team. This role is essential in guiding students and their families through the complexities of financial aid processes, ensuring they have the necessary support to navigate forms, terminology, and deadlines effectively.Key ResponsibilitiesThe...


  • Boston, Massachusetts, United States Eagle Power Innovations Full time

    Position OverviewWe are excited to announce an opportunity for a Financial Services Consultant to join our dynamic team at Eagle Power Innovations. This role is designed for individuals seeking to make a significant impact in the financial sector while enjoying the flexibility of working from home. About the Role: As a consultant, you will engage with...


  • Boston, Massachusetts, United States uAspire Full time

    Position OverviewROLE SUMMARY:The uAspire Financial Accessibility Consultants engage directly with young individuals to assist them in navigating the complexities of securing and financing an affordable college education. These consultants undergo comprehensive training focused on financial accessibility to effectively guide students. They may be assigned to...


  • Boston, Massachusetts, United States Solaris by Roessel Joy LLC Full time

    Solaris Consulting Position OverviewCompany OverviewAt Solaris by Roessel Joy LLC, we collaborate with financial executives to navigate significant challenges and seize opportunities. Our team is composed of professionals with extensive industry knowledge and technical skills, enabling us to address intricate client projects effectively.Position SummaryAs a...


  • Boston, Massachusetts, United States Solaris by Roessel Joy LLC Full time

    Senior Consultant Job OverviewCompany OverviewAt Solaris by Roessel Joy LLC, we collaborate with financial executives to navigate significant challenges and seize opportunities. Our team comprises diverse professionals with extensive industry knowledge and technical skills, enabling us to address intricate client projects effectively.Position SummaryAs a...


  • Boston, Massachusetts, United States LPL Financial Full time

    Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for youExcited to learn more? If so, then this could be the role for you...

  • Senior IT Consultant

    2 weeks ago


    Boston, Massachusetts, United States Creative Financial Staffing Full time

    Senior IT Consultant - Professional Services FirmAbout the Company and Opportunity:Creative Financial Staffing is a well-established and expanding professional services firm.The management team prioritizes employee development, fostering a collaborative and enjoyable workplace atmosphere.This position offers an in-office schedule with a flexible hybrid work...


  • Boston, Massachusetts, United States Equitable Full time

    About UsAt Equitable Advisors, we are a leading wealth management firm dedicated to helping our clients achieve their financial goals. Our mission is to provide personalized financial services and solutions that address the evolving needs of our clients.Our TeamWe are a diverse and inclusive team of financial professionals who share a passion for delivering...


  • Boston, Massachusetts, United States Creative Financial Staffing Full time

    About the Role:Creative Financial Staffing is seeking a dedicated Finance Associate to become an integral part of our team. This position will involve collaborating closely with the Finance Director to establish and enhance the financial processes within the organization.Why Join Us?Our firm has been a prominent player in the financial sector for over two...


  • Boston, Massachusetts, United States Hughes Marino Full time

    About Us:Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project...


  • Boston, Massachusetts, United States SolutionIT Full time

    Job OverviewSolution IT Inc. is seeking a Senior Oracle Cloud Financials Consultant to support our client in delivering top-notch financial solutions.Position Details:This role requires a professional with extensive experience in Oracle Cloud Financials, particularly in Accounts Receivable and integration with third-party systems.Key Responsibilities:Over 10...


  • Boston, Massachusetts, United States Creative Financial Staffing Full time

    Position Overview:Creative Financial Staffing is collaborating with a dynamic manufacturing firm in search of a Senior Accountant.About the Organization:Established nearly 15 years ago, this company aims to enhance competitiveness by developing products that contribute to a cleaner, safer, and healthier world.Leveraging a robust global supply chain and...


  • Boston, Massachusetts, United States Lifetime Recruiting Strategies Full time

    Job Summary:Lifetime Recruiting Strategies is seeking a highly motivated and results-driven Financial Advisor to join our elite team of high-performing producers. As a Financial Advisor, you will be responsible for prospecting for clients, developing and maintaining long-term relationships, and providing client-centric financial solutions.Key...