National Advisor Consultant

National Advisor Consultant

Join us as a National Advisor Consultant and take the next step in building your expertise in sales and finance. In this role, you’ll cultivate strong client relationships, deepen your industry knowledge, and thrive in a collaborative team environment.

We’re looking for individuals who are personable, detail-oriented, and driven to exceed goals. If you’re passionate about growth and success, this is your opportunity to shape a rewarding career path.

• 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

• Promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls.
• Provide continuous inbound marketing support, sales assistance and follow‑up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.
• Maintain and expand existing fund business with current producers by encouraging repeat sales and cross‑selling other products.
• Generate producer prospect referrals from existing fund producers for wholesalers and inside wholesalers.
• Maintain effective and ongoing communication with inside wholesaler, internal marketing staff and other departments.
• Solicit feedback from managers, sales desk, and wholesalers.
• Take and input literature orders.
• Maintain management software.
• Assume additional responsibilities as requested.

• Bachelor's degree or equivalent.
• Excellent organizational, communication and interpersonal skills.
• Attention to detail and accuracy.
• Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain within a defined period of time.

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 River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

The hourly rate for this role is $24.04 per hour. We have a pay‑for‑performance compensation philosophy. Your initial total compensation may vary based on job‑related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well‑being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.

Full‑time, Non‑exempt.

Entry level.

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.